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Digest by Zapier + Redtail CRM

Digest by Zapier + Redtail CRM

Digest by Zapier + Redtail CRM integrations

Update Digest by Zapier entries and schedule digest when opportunities are updated in Redtail CRM

Keep your sales process organized and efficient with this personalized workflow. When an opportunity is updated within Redtail CRM, an entry will be added and a digest scheduled within the Digest by Zapier app. This workflow ensures no vital information gets lost or overlooked, streamlining your sales cycle and improving your business productivity.

  1. When this happens...
    Opportunity Updated
    Opportunity Updated
    Opportunity UpdatedTriggers when an opportunity is updated in your database.
  2. automatically do this!
    Append Entry and Schedule Digest
    Append Entry and Schedule Digest
    Append Entry and Schedule DigestAppends an entry to your digest, and schedules a time for it to be released.
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More things you can do with Redtail CRM and Digest by Zapier

Discover other triggers and actions you can use with Redtail CRM and Digest by Zapier

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    Activity Updated

    Triggers when an activity is updated in your database.

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    Contact Deleted

    Triggers when a new contact is deleted in your database.

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    Opportunity Created

    Triggers when a new opportunity is created in your database.

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    Activity Deleted

    Triggers when an activity is deleted in your database.

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    Contact Created

    Triggers when a new contact is created in your database.

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    Contact Updated

    Triggers when an existing contact is updated in your database.

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    Opportunity Deleted

    Triggers when an opportunity is deleted in your database.

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About Digest by Zapier
Digest captures info from multiple events in your workflows and collects them in a single easily consumed summary that can be sent to any app.
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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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