Exact Online Bouw + Redtail CRM

Exact Online Bouw + Redtail CRM integrations

Create new contacts in Exact Online Bouw for each contact created in Redtail CRM

Effortlessly maintain your contact list in both Redtail CRM and Exact Online Bouw with this handy automation. When a new contact is created in Redtail CRM, this workflow will instantly add that contact to Exact Online Bouw, ensuring a seamless and consistent flow of information between your CRM and project management tool. Focus on what's important - building strong relationships with your contacts - and let this integration handle the rest.

When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Create ContactContact aanmaken
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Redtail CRM and Exact Online Bouw

Discover other triggers and actions you can use with Redtail CRM and Exact Online Bouw

Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
Try It
Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
Try It
Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
Try It
Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
Try It
Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
Try It

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
- Contact Naam
  Required
- Contact Type
  Required
- Straatnaam
- Huisnummer
- Postcode
- Plaats
- Emailadres
- Telefoonnummer
- KvK nummer
- BTW nummer
- IBAN
- Opmerking
- Land
Action
Write
- Token
  Required
- Project Id
  Required
- Kleur
Action
Write

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
- Query voor zoeken
Trigger
Polling
Try It
- Nummer
  Required
- Objectnaam
  Required
- Project id
- Contact
  Required
- Bewoner
- Omschrijving
- Straatnaam
- Huisnummer
- Postcode
- Stad
- Land
- Eerste opleverdatum
- Tweede opleverdatum
Action
Write
- Projectnaam
- Project status
  Required
- Straat
- Huisnummer
- Postcode
- Plaats
- Contact
  Required
- Filiaal
- Omschrijving
- Project Categorie
- Referentie
- Start Datum
- Eind Datum
Action
Write

About Exact Online Bouw

Exact Online Bouw is a construction project management platform.

HelpHelp

Related categories

Project Management

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