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Redtail CRM + Searchie

Update Searchie audiences when Redtail CRM contacts change

Keep your Redtail CRM contacts updated in your Searchie Audience effortlessly with this automation. Once set up, whenever a contact is updated in Redtail CRM, this workflow will automatically ensure that the corresponding audience member in Searchie is added or updated. Save time and stay organized by maintaining accurate and consistent information across both platforms.

Keep your Redtail CRM contacts updated in your Searchie Audience effortlessly with this automation. Once set up, whenever a contact is updated in Redtail CRM, this workflow will automatically ensure that the corresponding audience member in Searchie is added or updated. Save time and stay organized by maintaining accurate and consistent information across both platforms.

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

    Triggers when an existing contact is updated 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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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
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