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Cyfe + Redtail CRM

Update Cyfe values when Redtail CRM contacts are updated

Keep your CRM data and business performance dashboard constantly updated with this seamless workflow. When a contact is updated in Redtail CRM, this integration automatically pushes the updated value to your Cyfe dashboard, ensuring that your team always has the most recent information for crucial decision-making. Save time and stay on top of your contacts with this efficient automation.

Keep your CRM data and business performance dashboard constantly updated with this seamless workflow. When a contact is updated in Redtail CRM, this integration automatically pushes the updated value to your Cyfe dashboard, ensuring that your team always has the most recent information for crucial decision-making. Save time and stay on top of your contacts with this efficient automation.

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

    Triggers when an existing contact is updated in your database.

    TriggerInstant
  2. automatically do this!
    CyfeCyfe
    Push Value

    Pushes new value to Cyfe Push API widget.

    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 Cyfe

Cyfe is an all-in-one business dashboard app that helps you easily monitor all your business data from one place (e.g. social media, analytics, marketing, sales, support, infrastructure, etc).

Related categories

  • Dashboards
redtailcrm logo
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.
Learn moreHelp

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