Map My Customers + Redtail CRM

Map My Customers + Redtail CRM integrations

Create persons in Map My Customers from new contacts in Redtail CRM

Tired of duplicate data entry? With the help of this Zap, you can skip the hassle. This integration automatically adds a new contact to Map My Customers as soon as a new contacts is created in Redtail CRM. You'll never have to to duplicate data by hand again!

When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Create or Update PersonCreates or Updates a Person.
ActionWrite

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More things you can do with Redtail CRM and Map My Customers

Discover other triggers and actions you can use with Redtail CRM and Map My Customers

Activity Created
Triggers when a new activity is created in your database.
Trigger
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
- Filter by Groups
Trigger
Polling
Try It
- Filter by Groups
- Filter by Funnel
Trigger
Polling
Try It
- Object Type
  Required
Action
Write
- Object Type
  Required
Action
Write
- Unique ID
  Required
- First Name
- Last Name
- Email
- Phone Number
- Pin Color
- Company
- Street Address
- Address City
- State/Province
- Postal Code
- Country
Action
Write
- Unique ID
  Required
- Name
- Company
- Person
- Funnel
- Score
- Closing Date
- Amount
Action
Write
- Name
- Email
- Phone Number
- Company
- Person ID
Action
Search
- Name
- Company
- Person
- Funnel
- Score
- Closing Date
- Amount
- Deal ID
Action
Search
- Name
- Email
- Phone Number
- Website
- Parent Company
- Company ID
- Unique ID
  Required
- Name
- Email
- Phone Number
- Website
- Pin Color
- # of Employees
- Annual Revenue
- Street Address
- Address City
- State/Province
- Postal Code
- Country
- Parent Company
Action
Search or write
- Activity Type
- Title
- Start Time
- Assignee
- Note
- Completed?
- Public?
- Company
- Person
- Deal
- Activity ID
- Unique ID
  Required
- Activity Type
- Title/Name
- Start Time
- Duration
- Assignee
- Note
- Completed?
- Public?
- Company
- Person
- Deal
Action
Search or write

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
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Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
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Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
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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
Try It
- 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
- Filter by Groups
Trigger
Polling
Try It
- Filter by Activity Type
- Filter by Assignee
- Completed?
- Public?
Trigger
Polling
Try It
New User
Triggers when a new user is added to your organization.
Trigger
Polling
Try It
- Object Type
  Required
Action
Write
- Unique ID
  Required
- Name
- Email
- Phone Number
- Website
- Pin Color
- # of Employees
- Annual Revenue
- Street Address
- Address City
- State/Province
- Postal Code
- Country
- Parent Company
Action
Write
- Unique ID
  Required
- Activity Type
- Title/Name
- Start Time
- Duration
- Assignee
- Note
- Completed?
- Public?
- Company
- Person
- Deal
Action
Write
- Name
- Email
- Phone Number
- Website
- Parent Company
- Company ID
Action
Search
- Activity Type
- Title
- Start Time
- Assignee
- Note
- Completed?
- Public?
- Company
- Person
- Deal
- Activity ID
Action
Search
- Full Name
- Email
- User ID
Action
Search
- Name
- Email
- Phone Number
- Company
- Person ID
- Unique ID
  Required
- First Name
- Last Name
- Email
- Phone Number
- Pin Color
- Company
- Street Address
- Address City
- State/Province
- Postal Code
- Country
Action
Search or write
- Name
- Company
- Person
- Funnel
- Score
- Closing Date
- Amount
- Deal ID
- Unique ID
  Required
- Name
- Company
- Person
- Funnel
- Score
- Closing Date
- Amount
Action
Search or write

About Map My Customers

Map My Customers is the mobile sales CRM simplifying your team's day-to-day.

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Related categories

CRM (Customer Relationship Management)

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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.