Kartra + Redtail CRM
Update Redtail CRM contacts and assign tags to Kartra leads
Keep your Redtail CRM contacts and Kartra leads organized by connecting the two platforms with this automated workflow. When a contact is updated in Redtail CRM, this integration will automatically assign a tag to the corresponding lead in Kartra, ensuring that your leads are always correctly tagged and up-to-date. Save time and increase accuracy by eliminating manual data entry and keeping both systems in sync.
Keep your Redtail CRM contacts and Kartra leads organized by connecting the two platforms with this automated workflow. When a contact is updated in Redtail CRM, this integration will automatically assign a tag to the corresponding lead in Kartra, ensuring that your leads are always correctly tagged and up-to-date. Save time and increase accuracy by eliminating manual data entry and keeping both systems in sync.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Assign Tag to Lead
Assign a lead to tags in your Kartra account.
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Activity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try ItContact Deleted
Triggers when a new contact is deleted in your database.
Try ItOpportunity Created
Triggers when a new opportunity is created in your database.
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Activity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try ItContact Updated
Triggers when an existing contact is updated in your database.
Try ItOpportunity Deleted
Triggers when an opportunity is deleted in your database.
Try It
