Meet Alfred + Redtail CRM

Meet Alfred + Redtail CRM integrations

Create new contacts in Redtail CRM for every new connection found in Meet Alfred

Increase your productivity with this streamlined task. Upon the discovery of a new connection in Meet Alfred app, Redtail CRM promptly sets up a new contact. This time-saving measure ensures every potential business opportunity is managed effectively. Improve your sales process with this integrated system, optimizing your approach to contact management.

When this happens...
New Connection FoundTriggers when a new a connection added to Linkedin Network.
TriggerPolling
automatically do this!
Create ContactCreates a new contact in your database.
ActionWrite

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More things you can do with Meet Alfred and Redtail CRM

Discover other triggers and actions you can use with Meet Alfred and Redtail CRM

New Campaign
Triggers when a new campaign is created.
Trigger
Polling
Try It
New Lead Found
Triggers when a new lead added to CRM.
Trigger
Polling
Try It
- Campaign
  Required
- LinkedIn profile URL
  Required
- Email
Action
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
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

New Connection Found
Triggers when a new a connection added to Linkedin Network.
Trigger
Polling
Try It
New Reply Detected
Triggers when a LinkedIn or Email reply detected by Meet Alfred.
Trigger
Polling
Try It
Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
Try It
Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
Try It
Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
Try It
Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
Try It
Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
Try It
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

About Meet Alfred

Alfred is an automation software & CRM for Linkedin and Gmail.

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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About Redtail CRM