Microsoft Dynamics 365 CRM + Redtail CRM integrations
Create contacts in Redtail CRM for new Microsoft Dynamics 365 CRM contacts
Effortlessly keep your contacts up-to-date in both Microsoft Dynamics 365 and Redtail CRM with this seamless workflow. Whenever you add a new contact to your Microsoft Dynamics 365 CRM, the contact information will also be created in your Redtail CRM, ensuring consistent and efficient management across both platforms. Save time and maintain accuracy with this streamlined contact syncing process.
- When this happens...New ContactTriggers when a new contact is created.
- automatically do this!Create ContactCreates a new contact in your database.
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More things you can do with Microsoft Dynamics 365 CRM and Redtail CRM
Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Redtail CRM
- New Account
Triggers when a new account is created.
Try ItTriggerPolling - New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - Custom EntityRequired
Try ItTriggerPolling
- New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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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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Related Zap Templates
- Create activities in Redtail CRM for new contacts in Microsoft Dynamics 365 CRM
- Create Redtail CRM activities for new Microsoft Dynamics 365 CRM leads
- Create opportunities in Redtail CRM for new Microsoft Dynamics 365 CRM contacts
- Create new Redtail CRM contacts from Microsoft Dynamics 365 CRM leads
- Update Redtail CRM activities when Microsoft Dynamics 365 CRM contacts are modified






