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CloudTalk + Redtail CRM

Create new CloudTalk contacts from newly created Redtail CRM contacts

Effortlessly maintain up-to-date contact records in both Redtail CRM and CloudTalk with this convenient automation. When you create a new contact in Redtail CRM, the workflow instantly adds the same contact in CloudTalk, ensuring your contact lists remain consistently organized and easily accessible. Simplify your contact management process and save valuable time with this streamlined solution.

Effortlessly maintain up-to-date contact records in both Redtail CRM and CloudTalk with this convenient automation. When you create a new contact in Redtail CRM, the workflow instantly adds the same contact in CloudTalk, ensuring your contact lists remain consistently organized and easily accessible. Simplify your contact management process and save valuable time with this streamlined solution.

  1. When this happens...
    Redtail CRMRedtail CRM
    Contact Created

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    CloudTalkCloudTalk
    Create Contact

    Create a new contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Redtail CRM triggers, actions, and search

    Activity Created

    Triggers when a new activity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Updated

    Triggers when an activity is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Deleted

    Triggers when a new contact is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
    Try It
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About CloudTalk

CloudTalk help modern sales and customer service teams provide better phone support and close more deals.

Related categories

  • Phone & SMS
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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.

Related categories

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