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Dialfire + Redtail CRM

Create or update Dialfire contacts when new Redtail CRM activities are added

Efficiently manage your contacts between Redtail CRM and Dialfire with this seamless workflow. Whenever a new activity is created in Redtail CRM, this automation will ensure that a contact is created or updated in the Dialfire app, keeping your contact list consistently up-to-date without manually managing both platforms. Stay organized and focused on what matters most to your business.

Efficiently manage your contacts between Redtail CRM and Dialfire with this seamless workflow. Whenever a new activity is created in Redtail CRM, this automation will ensure that a contact is created or updated in the Dialfire app, keeping your contact list consistently up-to-date without manually managing both platforms. Stay organized and focused on what matters most to your business.

  1. When this happens...
    Redtail CRMRedtail CRM
    Activity Created

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    DialfireDialfire
    Create or Update Contact

    Triggers when a contact enters the Zapier Webhook in Dialfire.

    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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dialfire logo

About Dialfire

Dialfire is a complete solution for contact centres that includes dialing, campaign management, controlling and statistics.

Related categories

  • Contact Management
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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Zapier Interfaces

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