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Lighthouse By Cloudify + Redtail CRM

Create records in Lighthouse By Cloudify from new Redtail CRM contacts

Effortlessly maintain client records with this seamless workflow between Redtail CRM and Lighthouse By Cloudify. When a new contact is created in Redtail CRM, this automation will create a corresponding record in Lighthouse By Cloudify, ensuring your client data stays up to date and organized in both platforms. Save time and eliminate manual data entry by streamlining your client management process with this efficient solution.

Effortlessly maintain client records with this seamless workflow between Redtail CRM and Lighthouse By Cloudify. When a new contact is created in Redtail CRM, this automation will create a corresponding record in Lighthouse By Cloudify, ensuring your client data stays up to date and organized in both platforms. Save time and eliminate manual data entry by streamlining your client management process with this efficient 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!
    Lighthouse By CloudifyLighthouse By Cloudify
    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
lighthouse-by-cloudify logo
lighthouse-by-cloudify logo

About Lighthouse By Cloudify

Lighthouse is a real-time monitoring tool for all automated and manual business processes.

Related categories

  • Developer Tools
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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.
Learn moreHelp

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