Kustomer + Redtail CRM

Kustomer + Redtail CRM integrations

Update Kustomer customers when Redtail CRM contacts are updated

Keep your customer information up-to-date with this streamlined workflow. When a contact is updated in Redtail CRM, this automation will instantly update the corresponding customer in Kustomer. Save time by eliminating manual data entry and ensure your customer records are always accurate and consistent.

When this happens...
Contact UpdatedTriggers when an existing contact is updated in your database.
TriggerInstant
automatically do this!
Update CustomerUpdate an existing customer in Kustomer
ActionWrite

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More things you can do with Redtail CRM and Kustomer

Discover other triggers and actions you can use with Redtail CRM and Kustomer

Activity Created
Triggers when a new activity is created in your database.
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Instant
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Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
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Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
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Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
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Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
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Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write

- ID
  Required
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- ID
  Required
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
Conversation Updated
Triggers when a conversation is updated.
Trigger
Instant
Try It
Customer Updated
Triggers when a customer is updated.
Trigger
Instant
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Message Updated
Triggers when a message is updated.
Trigger
Instant
Try It
- Name
- Type
- Email
- Type
- Phone Number
- External ID
Action
Write
- Name
  Required
- Display Name
- Email
  Required
- User Type
- User Role
  Required
Action
Write
- ID
  Required
- Name
- Type
- Email
- Type
- Phone Number
- External ID
Action
Write
- Email
- Phone #
- Kustomer ID
- External ID
Action
Search
- Conversation ID
- Conversation External ID
- Customer ID
  Required
- Conversation Name
- Conversation Status
- External ID
Action
Search or write
- Kustomer ID
- Email
  Required
- Name
  Required
- Display Name
- User Type
- User Role
  Required
Action
Search or write

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
Try It
Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
Try It
Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
Try It
Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
Try It
Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
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- Subject
  Required
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- ID
  Required
- First Name
- Last Name
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
Action
Write
Conversation Created
Triggers when a new conversation is created.
Trigger
Instant
Try It
Customer Created
Triggers when a new customer is created.
Trigger
Instant
Try It
Message Created
Triggers when a new message is created.
Trigger
Instant
Try It
- Customer ID
  Required
- Conversation Name
- Conversation Status
- External ID
Action
Write
- Conversation ID
  Required
- Note Text
Action
Write
- Conversation ID
  Required
- Conversation Status
- Conversation Name
- External ID
Action
Write
- Conversation ID
- Conversation External ID
- Customer ID
Action
Search
- Kustomer ID
- Email
Action
Search
- Email
- Phone #
- Kustomer ID
- External ID
- Name
- Type
- Email
- Type
- Phone Number
Action
Search or write

About Kustomer

Kustomer is a powerful omnichannel customer service solution.

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Related categories

Customer Support

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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Related categories

CRM (Customer Relationship Management)

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