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Flock + Redtail CRM

Flock + Redtail CRM

Flock + Redtail CRM integrations

Create Flock channel messages for new Redtail CRM activities

Stay informed about new activities in Redtail CRM by automatically sending channel messages in Flock. With this automation, every time a new activity is created in Redtail CRM, a channel message will be sent in Flock, keeping your team updated and enabling them to collaborate efficiently. Streamline your team's communication by connecting Redtail CRM with Flock in just a few clicks.

  1. When this happens...
    Activity Created
    Activity Created
    Activity CreatedTriggers when a new activity is created in your database.
  2. automatically do this!
    Send Channel Message
    Send Channel Message
    Send Channel MessagePost a new message to a channel you choose.
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More things you can do with Redtail CRM and Flock

Discover other triggers and actions you can use with Redtail CRM and Flock

  • Redtail CRM triggers, actions, and search
    Activity Created

    Triggers when a new activity is created in your database.

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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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About Flock
Flock is a communication app for teams that speeds up and simplifies your work life. It lets you connect with your team, get on video calls, manage projects with to-dos, polls and reminders. All of this and more over an interface that's polished-to-perfection!
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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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Related Zap Templates

  • Create Flock channel messages for new Redtail CRM contacts

 

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