Grist + Redtail CRM

Grist + Redtail CRM integrations

Update Grist records when Redtail CRM contacts are updated

Keep your Redtail CRM contacts in sync with your Grist records effortlessly. This automation workflow ensures that every time a contact is updated in Redtail CRM, their respective record in Grist is created or updated accordingly. Save time, minimize manual work, and maintain accurate and up-to-date information across both platforms seamlessly.

When this happens...
Contact UpdatedTriggers when an existing contact is updated in your database.
TriggerInstant
automatically do this!
Create or Update RecordCreates a new Record in a Table, or Updates an existing matching Record
ActionWrite

Start free with email

Start free with Google

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

More things you can do with Redtail CRM and Grist

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

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 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
- Team
  Required
- Document
  Required
- Table
  Required
- Readiness column
Trigger
Instant
Try It
- Team
  Required
- Document
  Required
- Table
  Required
- Readiness column
Trigger
Instant
Try It
- Team
  Required
- Document
  Required
- Table
  Required
Action
Write
- Team
  Required
- Document
  Required
- Table
  Required
- Column
  Required
- Value
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
- Team
  Required
- Document
  Required
- Table
  Required
Trigger
Polling
Try It
- Team
  Required
- Document
  Required
- Table
  Required
- Date
Trigger
Polling
Try It
- Team
  Required
- Document
  Required
- Table
  Required
- Destination fields to match on
  Required
Action
Write
- Team
  Required
- Document
  Required
- Table
  Required
- Record
  Required
Action
Write
- Team
  Required
- Document
  Required
- Table
  Required
- Column
  Required
- Value
Action
Search or write

About Grist

Grist combines the flexibility of a spreadsheet with the robustness of a database to organize your data, your way.

Learn moreLearn moreHelpHelp

Related categories

Spreadsheets

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

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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