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Gatheroo + Redtail CRM

Update Gatheroo contacts when Redtail CRM contacts change

Keep your CRM data up-to-date with this efficient workflow. Whenever a contact is updated in Redtail CRM, it automatically creates or updates the respective contact in Gatheroo. Stay organized and ensure seamless communication between your CRM and Gatheroo without having to manually transfer data, allowing you to focus on nurturing your client relationships.

Keep your CRM data up-to-date with this efficient workflow. Whenever a contact is updated in Redtail CRM, it automatically creates or updates the respective contact in Gatheroo. Stay organized and ensure seamless communication between your CRM and Gatheroo without having to manually transfer data, allowing you to focus on nurturing your client relationships.

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

    Triggers when an existing contact is updated in your database.

    TriggerInstant
  2. automatically do this!
    GatherooGatheroo
    Create or Update a Contact

    Triggers when a contact is updated or created.

    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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About Gatheroo

Gatheroo is a team collaboration tool to collect and collate information and documents efficiently.

Related categories

  • App Builder

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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.

Related categories

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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