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Manychat + Redtail CRM

Update Manychat custom fields when Redtail CRM contacts are edited

Keep your Manychat contacts updated with this Redtail CRM and Manychat workflow. When a contact is updated in Redtail CRM, this automation sets a custom field in Manychat, ensuring that your contact data stays consistent across both platforms. Save time and streamline your contact management process with this seamless integration.

Keep your Manychat contacts updated with this Redtail CRM and Manychat workflow. When a contact is updated in Redtail CRM, this automation sets a custom field in Manychat, ensuring that your contact data stays consistent across both platforms. Save time and streamline your contact management process with this seamless integration.

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

    Triggers when an existing contact is updated in your database.

    TriggerInstant
  2. automatically do this!
    ManychatManychat
    Set Custom Field

    Adds or updates a custom field value for a user.

    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
manychat logo
manychat logo

About Manychat

Manychat is an all-in-one Messenger Marketing platform. Create your Facebook Messenger bot for marketing, sales and support with our simple drag'n'drop builder. Effectively promote with built-in tools for growing audience. Start today – it's easy and free.
Learn moreHelp

Related categories

  • Social Media Marketing

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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.

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