GoodBarber + Redtail CRM

Add new Redtail CRM activities to GoodBarber user groups effortlessly

Effortlessly streamline your client management process with this Redtail CRM and GoodBarber integration. When a new activity is created in Redtail CRM, this workflow automatically adds the corresponding user to a specified group in GoodBarber. Save time and enhance team collaboration by keeping your customer information organized and updated with this powerful automation.

Effortlessly streamline your client management process with this Redtail CRM and GoodBarber integration. When a new activity is created in Redtail CRM, this workflow automatically adds the corresponding user to a specified group in GoodBarber. Save time and enhance team collaboration by keeping your customer information organized and updated with this powerful automation.

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

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    GoodBarberGoodBarber
    Add User to Group

    Adds a user to an existing group.

    ActionWrite
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Supported triggers and actions

  • 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
goodbarber logo
goodbarber logo

About GoodBarber

GoodBarber is a no-code app building platform to create iOS and Android native apps.

Related categories

  • App Builder

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Zapier Interfaces

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

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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