Redtail CRM + rezora

Create contacts in rezora from new Redtail CRM activities

Effortlessly connect your Redtail CRM and Rezora apps with this seamless workflow. Whenever a new activity is created in Redtail CRM, a contact will be simultaneously generated in Rezora, ensuring that your customer information remains up-to-date across both platforms. Streamline your contact management and save time on data entry with this useful automation.

Effortlessly connect your Redtail CRM and Rezora apps with this seamless workflow. Whenever a new activity is created in Redtail CRM, a contact will be simultaneously generated in Rezora, ensuring that your customer information remains up-to-date across both platforms. Streamline your contact management and save time on data entry with this useful automation.

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

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    rezorarezora
    Create Contact

    Creates a new contact.

    ActionWrite
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Supported triggers and actions

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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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Related categories

  • CRM (Customer Relationship Management)

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