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Redtail CRM + SuiteDash

Update SuiteDash companies when Redtail CRM contacts are updated

Keep your Redtail CRM and SuiteDash contacts up to date with this seamless workflow. When a contact is updated in Redtail CRM, this automation ensures the corresponding company in SuiteDash is also updated, so you can maintain accurate and consistent contact information across both platforms. Save time and prevent manual errors with this efficient solution.

Keep your Redtail CRM and SuiteDash contacts up to date with this seamless workflow. When a contact is updated in Redtail CRM, this automation ensures the corresponding company in SuiteDash is also updated, so you can maintain accurate and consistent contact information across both platforms. Save time and prevent manual errors with this efficient solution.

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

    Triggers when an existing contact is updated in your database.

    TriggerInstant
  2. automatically do this!
    SuiteDashSuiteDash
    Update Company

    Update company.

    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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces

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

About SuiteDash

SuiteDash is a multi-tool business management platform that enables collaboration & communication both with your team, and with your clients.

Related categories