Contacts+ + Redtail CRM

Contacts+ + Redtail CRM integrations

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.

When this happens...
New ContactTriggers when a contact is created or a business card is transcribed.
TriggerInstant
automatically do this!
Create ContactCreates a new contact in your database.
ActionWrite

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More things you can do with Contacts+ and Redtail CRM

Discover other triggers and actions you can use with Contacts+ and Redtail CRM

- Team
- Tags
Trigger
Instant
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- Team
- Tags
Trigger
Instant
Try It
- Team
Trigger
Instant
Try It
- Team
Trigger
Instant
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- Team
- Photo URL
- Prefix
- First Name
- Middle Name
- Last Name
- Suffix
- Organization
- Title
- Home Email
- Work Email
- Other Email
- Home Phone
- Mobile Phone
- Work Phone
- Main Phone
- Work Fax
- Home Address
- Home Address 2
- Home City
- Home State
- Home Postal Code
- Home Country
- Work Address
- Work Address 2
- Work City
- Work State
- Work Postal Code
- Work Country
- URLs
- Relationships
- IMs
- Notes
- Birthday
- Dates
- Tag(s)
Action
Write

- Team
- Contact
  Required
- Tag(s) to Remove
  Required
Action
Write
- Contact
  Required
- Team
- Photo URL
- Prefix
- First Name
- Middle Name
- Last Name
- Suffix
- Organization
- Title
- Home Email
- Work Email
- Other Email
- Home Phone
- Mobile Phone
- Work Phone
- Main Phone
- Work Fax
- Home Address
- Home Address 2
- Home City
- Home State
- Home Postal Code
- Home Country
- Work Address
- Work Address 2
- Work City
- Work State
- Work Postal Code
- Work Country
- URLs
- Relationships
- IMs
- Notes
- Birthday
- Dates
- Tag(s)
Action
Write

- Name
- Company
- Email
- Phone
- Team
Action
Search
Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
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Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
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Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
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Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
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Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
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Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write
- ID
  Required
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- ID
  Required
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write

- Team
- Tags
Trigger
Instant
Try It
- Team
- Tags
Trigger
Instant
Try It
- Team
Trigger
Instant
Try It
- Contact
  Required
- Team
- Notes
  Required
Action
Write
- Team
- Name
  Required
Action
Write
- Team
- Contact
  Required
- Tag(s)
  Required
Action
Write
- FullContact API Key
  Required
- Domain or Email
  Required
Action
Search
- FullContact API Key
  Required
- Emails
- Phone Numbers
- Given Name
- Family Name
- Twitter Handle
Action
Search
Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
Try It
Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
Try It
Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
Try It
Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
Try It
Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
Try It
- Subject
  Required
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- ID
  Required
- First Name
- Last Name
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
Action
Write

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 moreLearn moreHelpHelp

Related categories

Contact Management

Similar apps

Google Contacts

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Interact

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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.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier