Ignition + Redtail CRM

Create Ignition clients from new Redtail CRM contacts

Effortlessly maintain your client records across platforms with this Redtail CRM and Ignition integration. When a new contact is created in Redtail CRM, this workflow will simultaneously create a client in Ignition, saving you valuable time and ensuring consistency. Keep your databases synced and up-to-date without any manual intervention.

Effortlessly maintain your client records across platforms with this Redtail CRM and Ignition integration. When a new contact is created in Redtail CRM, this workflow will simultaneously create a client in Ignition, saving you valuable time and ensuring consistency. Keep your databases synced and up-to-date without any manual intervention.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    IgnitionIgnition
    Create Client

    Creates a new client.

    ActionWrite
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Supported triggers and actions

ignition logo
ignition logo

About Ignition

Ignition makes it simple to engage clients, get paid and run your business on autopilot. From impressive online proposals to automated engagement letters and payments, we free you up to focus on what matters most.
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Related categories

  • Proposal & Invoice Management

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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.
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Related categories

  • CRM (Customer Relationship Management)

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