Mem + Redtail CRM

Create Mems in Mem for new contacts in Redtail CRM

Effortlessly keep track of new contacts with this Redtail CRM and Mem workflow. When a new contact is created in Redtail CRM, their details will be used to create a new Mem in the Mem app. Stay organized and never lose important information about your clients with this seamless integration.

Effortlessly keep track of new contacts with this Redtail CRM and Mem workflow. When a new contact is created in Redtail CRM, their details will be used to create a new Mem in the Mem app. Stay organized and never lose important information about your clients with this seamless integration.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    MemMem
    Mem It (Recommended)

    Send content directly to Mem that's automatically formatted into a note and organized for you.

    ActionWrite
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Supported triggers and actions

mem logo
mem logo

About Mem

Mem is a notes app that thinks alongside you. Mem uses the notes you create to remember, organize, and bring up information for you.
Learn more

Related categories

  • Notes
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)

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