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Freshcaller + Redtail CRM

Update Redtail CRM contacts and create Freshcaller contacts automatically

Efficiently maintain updated customer information between Redtail CRM and Freshcaller with this seamless workflow. When a contact is modified in Redtail CRM, the corresponding contact in Freshcaller is updated accordingly. Keep your records organized and save valuable time, as manual transfer of contact updates between the two platforms is no longer required.

Efficiently maintain updated customer information between Redtail CRM and Freshcaller with this seamless workflow. When a contact is modified in Redtail CRM, the corresponding contact in Freshcaller is updated accordingly. Keep your records organized and save valuable time, as manual transfer of contact updates between the two platforms is no longer required.

  1. When this happens...
    Redtail CRMRedtail CRM
    Contact Updated

    Triggers when an existing contact is updated in your database.

    TriggerInstant
  2. automatically do this!
    FreshcallerFreshcaller
    Create Contact

    Create a contact on the caller account.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Redtail CRM triggers, actions, and search

    Activity Created

    Triggers when a new activity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Updated

    Triggers when an activity is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Deleted

    Triggers when a new contact is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
    Try It
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freshcaller logo

About Freshcaller

Freshcaller is a cloud-based phone system for businesses of all sizes.
Learn more

Related categories

  • Phone & SMS
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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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