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Knack + Redtail CRM

Create new Redtail CRM contacts and update corresponding Knack records

Effortlessly keep your Redtail CRM contacts and Knack records up-to-date with this seamless workflow. When a new contact is created in Redtail CRM, this automation will update the corresponding record in Knack, ensuring your data stays consistent across both platforms without any manual intervention. Simplify your contact management process and stay organized with this time-saving solution.

Effortlessly keep your Redtail CRM contacts and Knack records up-to-date with this seamless workflow. When a new contact is created in Redtail CRM, this automation will update the corresponding record in Knack, ensuring your data stays consistent across both platforms without any manual intervention. Simplify your contact management process and stay organized with this time-saving solution.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    KnackKnack
    Update Record

    Updates a record in your Knack database.

    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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About Knack

Knack is the easy way to build online databases and applications.
Learn moreHelp

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  • Databases

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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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