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Kintone + Redtail CRM

Create Kintone records for new Redtail CRM activities

Effortlessly maintain updated records in your Kintone app with this seamless workflow. Whenever a new activity is created in Redtail CRM, this automation will immediately create a corresponding record in Kintone. Keep your data organized and up-to-date, while freeing up time for more important tasks.

Effortlessly maintain updated records in your Kintone app with this seamless workflow. Whenever a new activity is created in Redtail CRM, this automation will immediately create a corresponding record in Kintone. Keep your data organized and up-to-date, while freeing up time for more important tasks.

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

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    KintoneKintone
    Create Record

    Creates a new record.

    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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kintone logo

About Kintone

kintone is a fully integrated social collaboration and customizable business application cloud platform that allows internal and external teams to solve business process inefficiencies through database and work flow-driven custom apps, communication and collaboration. kintone can be used for custom CRM, Project Mangement, SCM and much more.
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Related categories

  • App Builder

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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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