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Favro + Redtail CRM Integrations

How to connect Favro + Redtail CRM

Zapier lets you send info between Favro and Redtail CRM automatically—no code required.

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Supported triggers and actions

What does this mean?
  • Favro triggers, actions, and search
    Create Card
    Creates a new card.
    Action
    Write
  • Redtail CRM triggers, actions, and search
    Activity Created
    Triggers when a new activity is created in your database.
    Trigger
    Instant
  • Redtail CRM triggers, actions, and search
    Activity Deleted
    Triggers when an activity is deleted in your database.
    Trigger
    Instant
  • Redtail CRM triggers, actions, and search
    Activity Updated
    Triggers when an activity is updated in your database.
    Trigger
    Instant
  • Redtail CRM triggers, actions, and search
    Contact Created
    Triggers when a new contact is created in your database.
    Trigger
    Instant
  • Redtail CRM triggers, actions, and search
    Contact Deleted
    Triggers when a new contact is deleted in your database.
    Trigger
    Instant
  • Redtail CRM triggers, actions, and search
    Contact Updated
    Triggers when an existing contact is updated in your database.
    Trigger
    Instant
  • Redtail CRM triggers, actions, and search
    Opportunity Created
    Triggers when a new opportunity is created in your database.
    Trigger
    Instant
  • Redtail CRM

    Triggers when an opportunity is deleted in your database.

    Instant

    Trigger

  • Redtail CRM

    Triggers when an opportunity is updated in your database.

    Instant

    Trigger

  • Redtail CRM

    Triggers when a Workflow Step is completed in your database .

    Instant

    Trigger

  • Redtail CRM

    Triggers when a Workflow Step Task is completed in your database.

    Instant

    Trigger

  • Redtail CRM

    Creates a new activity in your database.

    Scheduled

    Action

  • Redtail CRM

    Creates a new contact in your database.

    Scheduled

    Action

  • Redtail CRM

    Creates a new opportunity in your database.

    Scheduled

    Action

  • Redtail CRM

    Updates and existing activity in your database.

    Scheduled

    Action

  • Redtail CRM

    Updates an existing contact in your database.

    Scheduled

    Action

  • Redtail CRM

    Updates an existing opportunity in your database.

    Scheduled

    Action

How Favro + Redtail CRM Integrations Work

  1. Step 1: Authenticate Favro and Redtail CRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

About Favro

Plan a wedding, build an award winning video game or even send a rocket into space. Favro helps you manage everything from the smallest task, to the most advanced project.

Related categories

  • Project Management
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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.
Learn More

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