Loading

Redtail CRM + Shoplazza

Create Shoplazza customers from new Redtail CRM contacts

Effortlessly manage your Redtail CRM contacts and Shoplazza customers with this convenient workflow. When a new contact is added to Redtail CRM, a corresponding customer will be created in your Shoplazza store, providing seamless integration between the two platforms. This automation not only saves time but also eliminates manual data entry, letting you focus on growing your business.

Effortlessly manage your Redtail CRM contacts and Shoplazza customers with this convenient workflow. When a new contact is added to Redtail CRM, a corresponding customer will be created in your Shoplazza store, providing seamless integration between the two platforms. This automation not only saves time but also eliminates manual data entry, letting you focus on growing your business.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    ShoplazzaShoplazza
    Create Customer

    Creates a new customer

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

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
redtailcrm logo
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
shoplazza logo
shoplazza logo

About Shoplazza

Shoplazza is an online store builder platform that empowers over 360,000+ stores of all sizes to grow their businesses.

Related categories