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CloudTalk + Redtail CRM

Create or update CloudTalk contacts when new Redtail CRM contacts are added

Easily keep your Redtail CRM and CloudTalk contact lists up-to-date with this seamless workflow. When a new contact is created in Redtail CRM, this integration will create or update the corresponding contact in CloudTalk, ensuring your phone system always has the latest information. Save time and enhance communication efficiency by streamlining your contact management process.

Easily keep your Redtail CRM and CloudTalk contact lists up-to-date with this seamless workflow. When a new contact is created in Redtail CRM, this integration will create or update the corresponding contact in CloudTalk, ensuring your phone system always has the latest information. Save time and enhance communication efficiency by streamlining your contact management process.

  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 or Update Contact

    Creates a new or updates an existing 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
redtailcrm logo

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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