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Contacts+ + Redtail CRM

Add new Contacts+ contacts to Redtail CRM as new contacts

Effortlessly keep your contact information up-to-date with this workflow that connects Contacts+ and Redtail CRM. Whenever you add a new contact in Contacts+, it instantly creates a contact in Redtail CRM, ensuring your client information remains organized and accurate across both platforms. Save time and avoid manual data entry with this seamless integration.

Effortlessly keep your contact information up-to-date with this workflow that connects Contacts+ and Redtail CRM. Whenever you add a new contact in Contacts+, it instantly creates a contact in Redtail CRM, ensuring your client information remains organized and accurate across both platforms. Save time and avoid manual data entry with this seamless integration.

  1. When this happens...
    Contacts+Contacts+
    New Contact

    Triggers when a contact is created or a business card is transcribed.

    TriggerInstant
  2. automatically do this!
    Redtail CRMRedtail CRM
    Create Contact

    Creates a new contact in your database.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Team

    • Tags

    Trigger
    Instant
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    • Team

    • Tags

    Trigger
    Instant
    Try It
    • Team

    Trigger
    Instant
    Try It
contacts-plus logo
contacts-plus logo

About Contacts+

Contacts+, formerly known as FullContact, is a modern contact management app to keep your contacts up-to-date across all leading platforms.
Learn moreHelp

Related categories

  • Contact Management

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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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