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Close + Redtail CRM

Close + Redtail CRM

Close + Redtail CRM integrations

Update Close opportunities when Redtail CRM contacts are updated

Keep your Close opportunities up to date with this Redtail CRM and Close integration. When a contact is updated in Redtail CRM, this workflow automatically updates the corresponding opportunity in Close, ensuring your sales pipeline remains accurate and in sync with your CRM data. Save time and maintain consistency between platforms with this seamless connection.

  1. When this happens...
    Contact Updated
    Contact Updated
    Contact UpdatedTriggers when an existing contact is updated in your database.
  2. automatically do this!
    Update Opportunity
    Update Opportunity
    Update OpportunityUpdates an existing Opportunity.
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More things you can do with Redtail CRM and Close

Discover other triggers and actions you can use with Redtail CRM and Close

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    Activity Created

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    Activity Updated

    Triggers when an activity is updated in your database.

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    Contact Deleted

    Triggers when a new contact is deleted in your database.

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    Opportunity Created

    Triggers when a new opportunity is created in your database.

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    Activity Deleted

    Triggers when an activity is deleted in your database.

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    Contact Created

    Triggers when a new contact is created in your database.

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  • Redtail CRM triggers, actions, and search
    Contact Updated

    Triggers when an existing contact is updated in your database.

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  • Redtail CRM triggers, actions, and search
    Opportunity Deleted

    Triggers when an opportunity is deleted in your database.

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About Close
Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.
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About Redtail CRM
Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.
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