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Redtail CRM + Teamup Calendar

Create events in Teamup Calendar for new contacts in Redtail CRM

Easily stay on top of new contacts in your Redtail CRM by integrating it with your Teamup Calendar. With this automation, whenever a new contact is created in Redtail CRM, a corresponding event will be added to your Teamup Calendar, ensuring you never miss an important follow-up or meeting. Streamline your scheduling and enhance time management by connecting your CRM and calendar efficiently.

Easily stay on top of new contacts in your Redtail CRM by integrating it with your Teamup Calendar. With this automation, whenever a new contact is created in Redtail CRM, a corresponding event will be added to your Teamup Calendar, ensuring you never miss an important follow-up or meeting. Streamline your scheduling and enhance time management by connecting your CRM and calendar efficiently.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    Teamup CalendarTeamup Calendar
    Create Event

    Create an event by defining each field.

    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
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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
teamup-calendar logo
teamup-calendar logo

About Teamup Calendar

Teamup is a calendar tool for groups and businesses. Teamup makes it easy to organize teams, schedule jobs, manage availability of people and resources, and share with any users with customizable access control.

Related categories