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Redtail CRM + Sperse

Create and manage contacts in Sperse when new contacts are added in Redtail CRM

Effortlessly keep your contact information up-to-date in Sperse whenever a new contact is added in Redtail CRM. With this workflow, each new contact created in Redtail CRM will automatically update or create a matching contact in Sperse, ensuring accurate and consistent data across your business applications. Save time while maintaining organized and updated contact records, streamlining communication and collaboration.

Effortlessly keep your contact information up-to-date in Sperse whenever a new contact is added in Redtail CRM. With this workflow, each new contact created in Redtail CRM will automatically update or create a matching contact in Sperse, ensuring accurate and consistent data across your business applications. Save time while maintaining organized and updated contact records, streamlining communication and collaboration.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    SperseSperse
    Add or Update Contact

    Creates a new contact.

    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)

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sperse logo

About Sperse

Sperse is a business management and automation platform. It's smart, sleek and customizable CRM software is simple and designed to help you maximize your customer relationships and grow your business.

Related categories

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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