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Redtail CRM + Sarbacane Engage

Create new Engage contacts from Redtail CRM activities

Automate your CRM workflows by connecting Redtail CRM and Engage. With this automation, whenever a new activity is created in Redtail CRM, it will trigger the creation of a new contact in Engage. Save time and ensure your contact list is always up-to-date without any manual effort.

Automate your CRM workflows by connecting Redtail CRM and Engage. With this automation, whenever a new activity is created in Redtail CRM, it will trigger the creation of a new contact in Engage. Save time and ensure your contact list is always up-to-date without any manual effort.

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

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    Sarbacane EngageSarbacane Engage
    Create Contact

    Create a new contact.

    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.
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Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
sarbacane-engage logo
sarbacane-engage logo

About Sarbacane Engage

Sarbacane Engage is a sales engagement software that helps you reach your contacts with intelligent and automated multichannel sequences.

Related categories