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Front + Redtail CRM

Create activities in Redtail CRM and update contacts in Front

Keep your customer communication organized and up-to-date with this automation between Redtail CRM and Front. When a new activity is created in Redtail CRM, this workflow will update the corresponding contact in Front, ensuring your team always has the latest information at hand. Maintain a seamless flow of information, enhance productivity, and never miss a beat with this efficient workflow.

Keep your customer communication organized and up-to-date with this automation between Redtail CRM and Front. When a new activity is created in Redtail CRM, this workflow will update the corresponding contact in Front, ensuring your team always has the latest information at hand. Maintain a seamless flow of information, enhance productivity, and never miss a beat with this efficient workflow.

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

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    FrontFront
    Update Contact

    Updates an existing contact.

    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
  • 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
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About Front

Front is the shared inbox for teams that brings your email, communication channels, and apps into one platform for collaboration.
Learn moreHelp

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redtailcrm logo
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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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