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Front + Redtail CRM

Create Front contacts from newly created Redtail CRM activities

Effortlessly manage your contacts across platforms with this seamless workflow between Redtail CRM and Front. When a new activity is created in Redtail CRM, this automation will instantly create a contact in Front, ensuring you always have up-to-date information and maintain efficient communication with your clients. Stay organized and save time by letting this integration handle the contact syncing process for you.

Effortlessly manage your contacts across platforms with this seamless workflow between Redtail CRM and Front. When a new activity is created in Redtail CRM, this automation will instantly create a contact in Front, ensuring you always have up-to-date information and maintain efficient communication with your clients. Stay organized and save time by letting this integration handle the contact syncing process for you.

  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
    Create Contact

    Creates a new 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.
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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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