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Redtail CRM + Shift4Shop

Create customers in Shift4Shop from new Redtail CRM contacts

Effortlessly streamline your customer management process with this Redtail CRM to Shift4Shop workflow. When a new contact is created in Redtail CRM, a customer is instantly added to your Shift4Shop store, ensuring a seamless and organized experience. Save time and manual effort by enabling this efficient automation between your CRM and eCommerce platforms.

Effortlessly streamline your customer management process with this Redtail CRM to Shift4Shop workflow. When a new contact is created in Redtail CRM, a customer is instantly added to your Shift4Shop store, ensuring a seamless and organized experience. Save time and manual effort by enabling this efficient automation between your CRM and eCommerce 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!
    Shift4ShopShift4Shop
    Create Customer

    Creates a new customer.

    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
  • Redtail CRM triggers, actions, and search

    Activity Deleted

    Triggers when an activity is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Created

    Triggers when a new contact is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Updated

    Triggers when an existing contact is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Deleted

    Triggers when an opportunity is deleted 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
shift4shop logo
shift4shop logo

About Shift4Shop

Shift4Shop is an all-in-one eCommerce platform for online retailers of any size. It includes a full range of website building and business management features.

Related categories