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Connect Contacts.Link to Redtail CRM and automate any workflow

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2. Choose an Action
The event an automation performs after it's triggered
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Zapier makes it easy to integrate Contacts.Link with Redtail CRM - no code necessary. See how you can get setup in minutes.

Select a trigger from Contacts.Link

A trigger is an event that starts your Zap and runs the workflow. For example, with Contacts.Link, a trigger could be "Get Contact Interaction Stream."
A trigger is the event that kicks off your automated workflow.

Setup an action from Redtail CRM

An action is what takes place after the automation is triggered. For example, with Redtail CRM, the action could be "Create Activity."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Contacts.Link to Redtail CRM

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Triggers and actions are the main components of every automated workflow.

Connect Contacts.Link and Redtail CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Connect Contacts.Link and Redtail CRM to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Company name
    • Company website URL
    • Company LI page URL
    • Contact full name
    • Contact first name
    • Contact last name
    • Contact title
    • Contact LinkedIn vanity URL
    • Email address
    • Email address #2
    • Email address #3
    Action
    Write
  • Redtail CRM triggers, actions, and search
    Activity Deleted

    Triggers when an activity is deleted in your database.

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

    Triggers when a new contact is created in your database.

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

    Triggers when an existing contact is updated in your database.

    Trigger
    Instant
    Try It
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About Contacts.Link
Contacts.Link helps Sales and Marketing to build brand audience and convert them into clients.
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Related categories
  • Sales & CRM
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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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