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Moskit + Redtail CRM

Create new Moskit contacts when Redtail CRM contacts are created

Easily manage your contacts between Redtail CRM and Moskit with this seamless workflow. When a new contact is created in Redtail CRM, this automation will ensure the contact is also added to your Moskit app. Keep your contacts up to date without any manual work, and focus on building strong connections with your clients.

Easily manage your contacts between Redtail CRM and Moskit with this seamless workflow. When a new contact is created in Redtail CRM, this automation will ensure the contact is also added to your Moskit app. Keep your contacts up to date without any manual work, and focus on building strong connections with your clients.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    MoskitMoskit
    Create Contact

    Creates a new contact.

    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
moskit logo
moskit logo

About Moskit

Moskit CRM works hard for our customers to achieve new goals and have impactful results with contact management, deals and opportunities. O Moskit CRM trabalha duro para que os clientes conquistem novos objetivos e tenham um resultado de impacto com a gestão de contatos, empresas e oportunidades.
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Related categories

  • CRM (Customer Relationship Management)

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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.

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