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Redtail CRM + Spinify

Update Spinify leads when Redtail CRM contacts are modified

Keep your Redtail CRM contacts and Spinify leads up-to-date effortlessly with this seamless automation. When a contact is updated in Redtail CRM, this workflow will create or update a lead in Spinify, ensuring your sales team always has the most current information at their fingertips. Save time and maintain accurate data across both platforms for an organized and efficient sales process.

Keep your Redtail CRM contacts and Spinify leads up-to-date effortlessly with this seamless automation. When a contact is updated in Redtail CRM, this workflow will create or update a lead in Spinify, ensuring your sales team always has the most current information at their fingertips. Save time and maintain accurate data across both platforms for an organized and efficient sales process.

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

    Triggers when an existing contact is updated in your database.

    TriggerInstant
  2. automatically do this!
    SpinifySpinify
    Create or Update Lead

    Add a new Lead record to Spinify or update particular values of an existing record - note the ObjectId should match the initial request to update the value.

    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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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

Spinify is a leaderboard solution that will engage your staff and provide an uplift in productivity and an improved culture.

Related categories