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Knack + Redtail CRM

Update Knack records when Redtail CRM contacts are updated

Keep your Redtail CRM contacts updated within your Knack database with this seamless workflow. When a contact is updated in Redtail CRM, this automation will ensure that the corresponding record in Knack is also updated. Save time and maintain an organized database by eliminating the need to manually update contact information across both platforms.

Keep your Redtail CRM contacts updated within your Knack database with this seamless workflow. When a contact is updated in Redtail CRM, this automation will ensure that the corresponding record in Knack is also updated. Save time and maintain an organized database by eliminating the need to manually update contact information across both platforms.

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

    Triggers when an existing contact is updated 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.
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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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