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Redtail CRM + Smart Alto

Create or update Smart Alto contacts when new Redtail CRM contacts are added

Effortlessly manage your contacts between Redtail CRM and Smart Alto with this seamless automation. Whenever a new contact is created in Redtail CRM, this workflow will create or update the corresponding contact in Smart Alto, ensuring your contact information stays up-to-date across both platforms. Reduce manual data entry and improve your team's efficiency by streamlining your contact management process.

Effortlessly manage your contacts between Redtail CRM and Smart Alto with this seamless automation. Whenever a new contact is created in Redtail CRM, this workflow will create or update the corresponding contact in Smart Alto, ensuring your contact information stays up-to-date across both platforms. Reduce manual data entry and improve your team's efficiency by streamlining your contact management process.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    Smart AltoSmart Alto
    Create or Update Contact

    Сreate a new contact or update an existing one

    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
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  • 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
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  • 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)

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smart-alto logo
smart-alto logo

About Smart Alto

Smart Alto is a messaging platform that responds to your leads within 2 minutes and nurtures past clients monthly

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier