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Redtail CRM + Synchroteam

Create customers in Synchroteam when new contacts are created in Redtail CRM

Effortlessly manage new contacts with this Redtail CRM and Synchroteam integration. When a contact is created in Redtail CRM, it automatically generates a customer in Synchroteam, streamlining your workflow and ensuring seamless synchronization between your CRM and field service management tools without the need for manual input. Save time and improve accuracy by keeping your information in sync across both platforms.

Effortlessly manage new contacts with this Redtail CRM and Synchroteam integration. When a contact is created in Redtail CRM, it automatically generates a customer in Synchroteam, streamlining your workflow and ensuring seamless synchronization between your CRM and field service management tools without the need for manual input. Save time and improve accuracy by keeping your information in sync across both platforms.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    SynchroteamSynchroteam
    Create Customer

    Create a new customer

    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)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About Synchroteam

Synchroteam is a Cloud-based Field Service Management application

Related categories