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Interseller + Redtail CRM

Create new Interseller contacts from Redtail CRM activities

Easily streamline your contact management with this Redtail CRM and Interseller automation. Whenever a new activity is created in Redtail CRM, this workflow will add a new contact in Interseller, saving you valuable time and ensuring seamless communication between the two platforms. Stay organized and never miss a potential lead or connection again with this efficient integration.

Easily streamline your contact management with this Redtail CRM and Interseller automation. Whenever a new activity is created in Redtail CRM, this workflow will add a new contact in Interseller, saving you valuable time and ensuring seamless communication between the two platforms. Stay organized and never miss a potential lead or connection again with this efficient integration.

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

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    IntersellerInterseller
    Create Contact

    Creates a new contact.

    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
interseller logo
interseller logo

About Interseller

Interseller helps you find contacts' email addresses, send them messages and push them into any CRM or ATS with one-click.

Related categories

  • Contact Management
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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