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Reamaze + Redtail CRM

Create Reamaze conversations for new Redtail CRM contacts

Easily connect Redtail CRM and Reamaze to streamline your customer interactions. With this automation, whenever a new contact is added in Redtail CRM, a conversation will be created in Reamaze to facilitate seamless communication. Save time and respond faster to your customers by integrating your CRM and customer support tools.

Easily connect Redtail CRM and Reamaze to streamline your customer interactions. With this automation, whenever a new contact is added in Redtail CRM, a conversation will be created in Reamaze to facilitate seamless communication. Save time and respond faster to your customers by integrating your CRM and customer support tools.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    ReamazeReamaze
    Create Conversation

    Create a new conversation on behalf of a user.

    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
reamaze logo
reamaze logo

About Reamaze

Reamaze is an all-in-one helpdesk for chat, social media, SMS, and email right from your site or app.
Learn moreHelp

Related categories

  • Customer Support

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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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