Force24 + Redtail CRM

Force24 + Redtail CRM integrations

Update Force24 contacts when Redtail CRM contacts are updated

Keep your Redtail CRM and Force24 contacts updated with this efficient workflow. When a contact is updated in Redtail CRM, this automation will instantly update the corresponding contact in Force24. Save time and ensure consistency across your platforms by automatically maintaining updated contact information.

When this happens...
Contact UpdatedTriggers when an existing contact is updated in your database.
TriggerInstant
automatically do this!
Update ContactUpdates a contact.
ActionWrite

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More things you can do with Redtail CRM and Force24

Discover other triggers and actions you can use with Redtail CRM and Force24

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
- Filter
Trigger
Instant
Try It
Updated Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
- Email Address
  Required
- Recreate Erased Contact
- Last Name
- First Name
- Middle Name
- Salutation
- Birth Date
- Company Name
- Job Title
- Address Line 1
- Address Line 2
- Address Line 3
- Post Code
- City
- County
- Country
- Aux1
- Aux2
- Aux3
- Aux4
- Aux5
- Aux6
- Aux7
- Aux8
- Aux9
- Aux10
- EmailSendFilter
- SmsSendFilter
- Phone Number
- Global Status
- Email Status
- Direct Mail Status
- SMS Status
- Aux Date 1
- Aux Date 2
- Aux Date 3
- Aux Date 4
- Aux Date 5
- Aux Date Time 1
- Aux Date Time 2
- Aux Date Time 3
Action
Write
- Id
- Email Address
  Required
- Last Name
- First Name
- Middle Name
- Salutation
- Birth Date
- Company Name
- Job Title
- Phone Number
- Address Line 1
- Address Line 2
- Address Line 3
- Post Code
- City
- Country
- County
- Aux1
- Aux2
- Aux3
- Aux4
- Aux5
- Aux6
- Aux7
- Aux8
- Aux9
- Aux10
- EmailSendFilter
- SmsSendFilter
- Global Status
- Email Status
- Direct Mail Status
- SMS Status
- Aux Date 1
- Aux Date 2
- Aux Date 3
- Aux Date 4
- Aux Date 5
- Aux Date Time 1
- Aux Date Time 2
- Aux Date Time 3
Action
Write
- Field to Search
  Required
- Value to Search For
  Required
- Email Address
  Required
- Recreate Erased Contact
- Last Name
- First Name
- Middle Name
- Salutation
- Birth Date
- Company Name
- Job Title
- Address Line 1
- Address Line 2
- Address Line 3
- Post Code
- City
- County
- Country
- Aux1
- Aux2
- Aux3
- Aux4
- Aux5
- Aux6
- Aux7
- Aux8
- Aux9
- Aux10
- EmailSendFilter
- SmsSendFilter
- Phone Number
- Global Status
- Email Status
- Direct Mail Status
- SMS Status
- Aux Date 1
- Aux Date 2
- Aux Date 3
- Aux Date 4
- Aux Date 5
- Aux Date Time 1
- Aux Date Time 2
- Aux Date Time 3
Action
Search or 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
- Marketing List Guid
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
- Marketing List ID
  Required
- ContactID
  Required
Action
Write
- Marketing List ID
  Required
- Contact ID
  Required
Action
Write
- Field to Search
  Required
- Value to Search For
  Required
Action
Search

About Force24

Force24 is a UK-based provider of enterprise-level marketing automation. We help to move prospects through their lifecycle, automating their journey. It means speaking to the right person, at the right time, using the right marketing channel.

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Marketing Automation

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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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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