Looping by Zapier + Redtail CRM

Update loop line items in Looping by Zapier when contacts are updated in Redtail CRM

Keep your CRM data organized and up-to-date with this seamless automation. Whenever a contact is updated in Redtail CRM, this workflow will create a loop from the line items in Looping by Zapier. This way, you can ensure any changes made to contacts are instantly reflected in your ongoing processes and tasks, saving you time and effort while maintaining accuracy.

Keep your CRM data organized and up-to-date with this seamless automation. Whenever a contact is updated in Redtail CRM, this workflow will create a loop from the line items in Looping by Zapier. This way, you can ensure any changes made to contacts are instantly reflected in your ongoing processes and tasks, saving you time and effort while maintaining accuracy.

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

    Triggers when an existing contact is updated in your database.

    TriggerInstant
  2. automatically do this!
    Looping by ZapierLooping by Zapier
    Create Loop From Line Items

    Creates a new Loop from line item(s). This is an advanced action!

    ActionWrite
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Supported triggers and actions

looping logo
looping logo

About Looping by Zapier

Looping by Zapier is a helper app to repeat Action(s) in you Zaps a variable number of times for sets of values.
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Related categories

  • Developer Tools
  • Zapier
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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier