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Freshsales Classic + Redtail CRM

Create or update Freshsales Classic contacts when new Redtail CRM contacts are added

Effortlessly maintain up-to-date contacts in Freshsales Classic with this Redtail CRM to Freshsales Classic workflow. Whenever a new contact is created in Redtail CRM, this automation will ensure that the contact is either created or updated in Freshsales Classic. Spend less time on manual data entry and focus on building stronger customer relationships with this seamless integration between Redtail CRM and Freshsales Classic.

Effortlessly maintain up-to-date contacts in Freshsales Classic with this Redtail CRM to Freshsales Classic workflow. Whenever a new contact is created in Redtail CRM, this automation will ensure that the contact is either created or updated in Freshsales Classic. Spend less time on manual data entry and focus on building stronger customer relationships with this seamless integration between Redtail CRM and Freshsales Classic.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    Freshsales ClassicFreshsales Classic
    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
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  • 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
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  • Redtail CRM triggers, actions, and search

    Opportunity Created

    Triggers when a new opportunity is created in your database.

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

    Activity Deleted

    Triggers when an activity is deleted in your database.

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

    Contact Created

    Triggers when a new contact is created in your database.

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

    Contact Updated

    Triggers when an existing contact is updated in your database.

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

    Opportunity Deleted

    Triggers when an opportunity is deleted in your database.

    Trigger
    Instant
    Try It
freshsales-classic logo
freshsales-classic logo

About Freshsales Classic

Freshsales Classic is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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redtailcrm logo
redtailcrm logo

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.

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

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