Funnel-Tunnel + Redtail CRM

Funnel-Tunnel + Redtail CRM integrations

Update Funnel-Tunnel contacts when Redtail CRM contacts are modified

Maintain up-to-date contact information across Redtail CRM and Funnel-Tunnel effortlessly with this seamless workflow. When a contact is updated in Redtail CRM, this automation ensures the corresponding contact in Funnel-Tunnel is also updated, keeping your data consistent between the two platforms. Eliminate manual data entry and keep your contacts organized with this convenient solution.

When this happens...
Contact UpdatedTriggers when an existing contact is updated in your database.
TriggerInstant
automatically do this!
Create ContactCreate or update a contact. Unique identifier is email.
ActionWrite

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More things you can do with Redtail CRM and Funnel-Tunnel

Discover other triggers and actions you can use with Redtail CRM and Funnel-Tunnel

Activity Created
Triggers when a new activity is created in your database.
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Instant
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Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
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Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
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Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
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Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
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Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
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- 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
New Form Submission
Triggers when a form submitted.
Trigger
Instant
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Order Updated
Triggers when an exising order updated.
Trigger
Instant
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Product Updated
Triggers when an existing product updated.
Trigger
Instant
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- title
  Required
- Product Type
  Required
- Product Description
- Product Category
- price
- quantity
- SKU
- Image URLs
Action
Write
- Email
  Required
Action
Search

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
Contact Updated
Triggers when an existing contact updated.
Trigger
Instant
Try It
New Order Created
Triggers when a new order created.
Trigger
Instant
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New Product Created
Triggers when a new product created.
Trigger
Instant
Try It
- Subscriber Lists
- tags
Action
Write
- Product Id
  Required
- Title
- Product Description
- Product Variant
- price
- quantity
- SKU
- Image URLs
Action
Write
- Product ID
  Required
Action
Search

About Funnel-Tunnel

Funnel-Tunnel is all-in-one software for small and medium-sized companies to successfully digitize. From design to marketing to sales, Funnel-Tunnel is a complete solution.

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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

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CRM (Customer Relationship Management)

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Zapier Forms

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