GorillaDesk + Redtail CRM

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 Updated
Triggers when an existing contact is updated in your database.
TriggerInstant
automatically do this!
Add Customer
Adds a new customer to GorillaDesk.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
Try It
Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
Try It
Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
Try It
Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
Try It
Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
Try It

Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
Try It
- First NameRequired
- Last NameRequired
- 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

- IDRequired
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- IDRequired
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- Account Number
- First NameRequired
- 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
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
- SubjectRequired
- Start DateRequired
- End DateRequired
- All DayRequired
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- NameRequired
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- IDRequired
- 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 DateTimeRequired
- First NameRequired
- Last Name
- EmailRequired
- Mobile PhoneRequired
- AddressRequired
- Notes
Action
Write
- Account IDRequired
- Account No
- First NameRequired
- 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.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

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