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Redtail CRM + Rex

Update Rex leads when Redtail CRM contacts are modified

Effortlessly keep your Redtail CRM and Rex systems aligned with this seamless workflow. Whenever a contact is updated in Redtail CRM, this automation ensures the corresponding lead in Rex is also updated, saving you time and maintaining consistency across both platforms. Stay organized and efficient with this powerful integration.

Effortlessly keep your Redtail CRM and Rex systems aligned with this seamless workflow. Whenever a contact is updated in Redtail CRM, this automation ensures the corresponding lead in Rex is also updated, saving you time and maintaining consistency across both platforms. Stay organized and efficient with this powerful integration.

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

    Triggers when an existing contact is updated in your database.

    TriggerInstant
  2. automatically do this!
    RexRex
    Create Lead

    Creates a Lead

    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
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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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rex logo
rex logo

About Rex

Thousands of agencies across Aus, NZ and UK are powered by Rex's cloud and mobile real estate platform.

Similar apps

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