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Redtail CRM + Serio Verify

Update Serio Verify data when Redtail CRM contacts are modified

Keep your contact data up-to-date across platforms with this efficient workflow. When a contact is updated in Redtail CRM, their information is instantly sent to Serio Verify for validation. Save time and maintain accurate records effortlessly while streamlining your data management process.

Keep your contact data up-to-date across platforms with this efficient workflow. When a contact is updated in Redtail CRM, their information is instantly sent to Serio Verify for validation. Save time and maintain accurate records effortlessly while streamlining your data management process.

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

    Triggers when an existing contact is updated in your database.

    TriggerInstant
  2. automatically do this!
    Serio VerifySerio Verify
    Send Data

    Use 'Send Data' for sending data into Serio Verify.

    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.
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
serio-verify logo
serio-verify logo

About Serio Verify

Serio Verify is your software platform for lead management. Predict your conversion with AI, automatically validate and enrich your leads and get relevant statistics, so you can make the right strategic decisions. 100% GDPR compliant - all the way.

Related categories