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Redtail CRM + Schedule It

Update resources in Schedule It when contacts are updated in Redtail CRM

Keep your Redtail CRM contacts and Schedule It resources up-to-date with this efficient workflow. When a contact is updated in Redtail CRM, their corresponding resource in Schedule It will be updated as well. This automation streamlines your contact management process, ensuring that your Redtail CRM and Schedule It data remains consistent and accurate.

Keep your Redtail CRM contacts and Schedule It resources up-to-date with this efficient workflow. When a contact is updated in Redtail CRM, their corresponding resource in Schedule It will be updated as well. This automation streamlines your contact management process, ensuring that your Redtail CRM and Schedule It data remains consistent and accurate.

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

    Triggers when an existing contact is updated in your database.

    TriggerInstant
  2. automatically do this!
    Schedule ItSchedule It
    Update Resource

    Updates an existing resource.

    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)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
schedule-it logo
schedule-it logo

About Schedule It

Schedule it - A software tool which helps you schedule your resources, teams, equipment, rooms, and projects all in one place.

Related categories