GorillaDesk + Redtail CRM

GorillaDesk + Redtail CRM integrations

Update GorillaDesk customers when Redtail CRM contacts are modified

Maintain an up-to-date customer database across your CRM and field service software with this efficient workflow. When a contact gets updated in Redtail CRM, this process promptly updates the matching customer in GorillaDesk. Keep your records organized and ensure you always have access to the latest customer information, empowering you to provide outstanding service and support.

When this happens...
Contact UpdatedTriggers when an existing contact is updated in your database.
TriggerInstant
automatically do this!
Add CustomerAdds a new customer to GorillaDesk.
ActionWrite

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More things you can do with Redtail CRM and GorillaDesk

Discover other triggers and actions you can use with Redtail CRM and GorillaDesk

Activity Created
Triggers when a new activity is created in your database.
Trigger
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
- Account Number
- First Name
  Required
- Last Name
- Primary Email
- Company Name
- Source
- Primary Phone
- Phones
- Top Note
- Contact First Name
- Contact Last Name
- Contact Email
- Contact First Phone
- Contact Second Phone
- Contacts
- Address Name
- Street 1
- Street 2
- City
- State
- Zip
- Latitude
- Longitude
- Bill To
- Address To
- Billing Street 1
- Billing Street 2
- Billing City
- Billing State
- Billing Zip
- Billing Email
- Billing Email Cc
- Location Notes
- Sms To
- Email To
- Locations
Action
Write

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
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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
- Start DateTime
  Required
- First Name
  Required
- Last Name
- Email
  Required
- Mobile Phone
  Required
- Address
  Required
- Notes
Action
Write
- Account ID
  Required
- Account No
- First Name
  Required
- Last Name
- Primary Email
- Company Name
- Source
- Top Note
- Notes
- Phones
- Contact First Name
- Contact Last Name
- Contact Email
- Contact First Phone
- Contact Second Phone
- Contacts
- Address Name
- Street 1
- Street 2
- City
- State
- Zip
- Latitude
- Longitude
- Bill To
- Address To
- Billing street 1
- Billing Street 2
- Billing City
- Billing State
- Billing Zip
- Billing Email
- Billing Email cc
- Location Notes
- Location Sms To
- Location Email To
- Locations
- Status Label
- Created By
- Date Created
Action
Write

About GorillaDesk

GorillaDesk is a field service management system combining scheduling, invoicing, and many more features in one application.

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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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