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Redtail CRM + RevBoss

Add new Redtail CRM contacts to RevBoss suppression list upon creation

Effortlessly keep your Redtail CRM contacts from receiving unwanted messages with this handy workflow. Whenever a new contact is created in Redtail CRM, this automation will immediately add them to the Suppression list in RevBoss. Save time and maintain a positive relationship with your contacts by quickly preventing unwanted outreach.

Effortlessly keep your Redtail CRM contacts from receiving unwanted messages with this handy workflow. Whenever a new contact is created in Redtail CRM, this automation will immediately add them to the Suppression list in RevBoss. Save time and maintain a positive relationship with your contacts by quickly preventing unwanted outreach.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    RevBossRevBoss
    Add Contact to Suppression

    Adds a new contact to suppression RevBoss and tags it as a lead if it exists.

    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
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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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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revboss logo
revboss logo

About RevBoss

RevBoss is a simple tool to help sales teams to find prospects, build pipeline, and grow faster.

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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