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Redtail CRM + Searchie

Create or update Searchie audiences with new Redtail CRM contacts

Effortlessly manage your contacts by connecting Redtail CRM and Searchie with this seamless workflow. Every time a new contact is created in Redtail CRM, their information will be added or updated in your Searchie audience, ensuring your information is always up-to-date. This simple automation simplifies your contact management process and helps maintain consistent data across both platforms.

Effortlessly manage your contacts by connecting Redtail CRM and Searchie with this seamless workflow. Every time a new contact is created in Redtail CRM, their information will be added or updated in your Searchie audience, ensuring your information is always up-to-date. This simple automation simplifies your contact management process and helps maintain consistent data across both platforms.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    SearchieSearchie
    Add or Update Audience

    Adds audience to a Searchie account.

    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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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
searchie logo
searchie logo

About Searchie

Searchie is platform that allows you to create, manage, and sell your content all in one place.

Related categories