Outplay + Redtail CRM

Update Outplay prospects when Redtail CRM contacts are modified

Effortlessly maintain your sales prospects with this Redtail CRM and Outplay automation. When a contact is updated in Redtail CRM, this workflow ensures they are saved as a prospect in Outplay, providing your sales team with the most current information. Enhance your outreach and nurturing strategies while saving time on manual data transfers, allowing you to focus more on closing deals with this efficient process.

Effortlessly maintain your sales prospects with this Redtail CRM and Outplay automation. When a contact is updated in Redtail CRM, this workflow ensures they are saved as a prospect in Outplay, providing your sales team with the most current information. Enhance your outreach and nurturing strategies while saving time on manual data transfers, allowing you to focus more on closing deals with this efficient process.

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

    Triggers when an existing contact is updated in your database.

    TriggerInstant
  2. automatically do this!
    OutplayOutplay
    Save Prospect

    Create or Update Prospect and Adds to Sequence based on the provided Sequence Identifier

    ActionWrite
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Supported triggers and actions

outplay logo
outplay logo

About Outplay

Outplay is a sales engagement tool which helps in adding a personalized touch to the Emails, Calls and Social Actions.

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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier