Redtail CRM + Smartsheet

Update Smartsheet rows with updated Redtail CRM contacts

Keep your Smartsheet updated with contact information from Redtail CRM in real-time using this efficient workflow. Whenever a contact is updated in Redtail CRM, this automation will instantly update the corresponding row in Smartsheet, ensuring your data stays accurate and up-to-date without any manual effort. Streamline your contact management processes, save time, and maintain seamless data consistency across platforms.

Keep your Smartsheet updated with contact information from Redtail CRM in real-time using this efficient workflow. Whenever a contact is updated in Redtail CRM, this automation will instantly update the corresponding row in Smartsheet, ensuring your data stays accurate and up-to-date without any manual effort. Streamline your contact management processes, save time, and maintain seamless data consistency across 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!
    SmartsheetSmartsheet
    Update Row

    Update an existing row with new values. Requires a row ID.

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

Supported triggers and actions

  • 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 more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About Smartsheet

Smartsheet is a leading cloud-based platform for work execution, enabling teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.

Related categories

  • Spreadsheets

Similar apps

MySQL integrationsMySQL integrations

MySQL

Databases
Zoho Creator integrationsZoho Creator integrations

Zoho Creator

App Builder, Zoho
Knack integrationsKnack integrations

Knack

Databases