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Jasmin + Redtail CRM

Create and update Jasmin contacts for every new Redtail CRM contact

Effortlessly maintain your contact information up-to-date between Redtail CRM and Jasmin with this seamless workflow. Once a new contact is created in Redtail CRM, the automation ensures their details are instantly added or updated in Jasmin, saving you time while ensuring consistent and accurate contact management across both platforms.

Effortlessly maintain your contact information up-to-date between Redtail CRM and Jasmin with this seamless workflow. Once a new contact is created in Redtail CRM, the automation ensures their details are instantly added or updated in Jasmin, saving you time while ensuring consistent and accurate contact management across both platforms.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    JasminJasmin
    Create/Update 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
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jasmin logo

About Jasmin

Jasmin is a Cloud Management Software by PRIMAVERA BSS that allows you to track your business any time and anywhere. Jasmin allows you to manage sales, payments, stocks, receipts, orders, etc., offering you KPIs and tips for your business.

Related categories

  • Accounting
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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