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iListTech + Redtail CRM

Update iListTech leads whenever Redtail CRM contacts are modified

Effortlessly manage your leads with this Redtail CRM and iListTech integration. Whenever a contact is updated in Redtail CRM, the information seamlessly transfers to iListTech, streamlining your lead management process. Stay organized and efficient by keeping your leads consistently up-to-date in both applications.

Effortlessly manage your leads with this Redtail CRM and iListTech integration. Whenever a contact is updated in Redtail CRM, the information seamlessly transfers to iListTech, streamlining your lead management process. Stay organized and efficient by keeping your leads consistently up-to-date in both applications.

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

    Triggers when an existing contact is updated in your database.

    TriggerInstant
  2. automatically do this!
    iListTechiListTech
    Import Lead

    Import Lead from your source

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Redtail CRM triggers, actions, and search

    Activity Created

    Triggers when a new activity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Updated

    Triggers when an activity is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Deleted

    Triggers when a new contact is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
    Try It
ilisttech logo
ilisttech logo

About iListTech

iListTech is a tool to import new leads from your source

Related categories

  • Sales & CRM
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 moreHelp

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