Redtail CRM + Teamwork CRM

Redtail CRM + Teamwork CRM integrations

Create companies in Teamwork CRM for newly created Redtail CRM contacts

Effortlessly manage your contacts and companies across both Redtail CRM and Teamwork CRM with this seamless workflow. When a new contact is created in Redtail CRM, a company will be automatically created in Teamwork CRM, ensuring that your important business information is easily accessible between platforms. Streamline your CRM processes and keep your data up-to-date with this efficient automation.

When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Create CompanyCreates a new company.
ActionWrite

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More things you can do with Redtail CRM and Teamwork CRM

Discover other triggers and actions you can use with Redtail CRM and Teamwork CRM

Activity Created
Triggers when a new activity is created in your database.
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Activity Updated
Triggers when an activity is updated in your database.
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Instant
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Contact Deleted
Triggers when a new contact is deleted in your database.
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Instant
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Opportunity Created
Triggers when a new opportunity is created in your database.
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Instant
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Opportunity Updated
Triggers when an opportunity is updated in your database.
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Instant
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Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
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Instant
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- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write

- ID
  Required
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- ID
  Required
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- Trigger on
  Required
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Instant
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New Contact
Triggered when you add a new contact.
Trigger
Instant
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- Trigger on
  Required
Trigger
Instant
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New Note
Triggered when you add a new note.
Trigger
Instant
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- Name
  Required
- Website
- Email (Main)
- Email (Other)
- Phone (Main)
- Phone (Other)
- Address Line 1
- Address Line 2
- City
- State/County
- Zip/Post Code
- Country
  Required
- Owner
  Required
Action
Write
- Title
  Required
- Pipeline
  Required
- Stage
  Required
- Company
- Contact
- Currency
- CustomValue
Action
Write
- Type
  Required
- Name
  Required
Action
Write
- Name
  Required
- Pipeline
  Required
- OrderIndex
- Probability
  Required
Action
Write
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
- ActivityType
- Title
  Required
- Description
- Deal
  Required
- Date & Time
  Required
- Duration
- Assignees
  Required
- Contacts
  Required
- Mark as complete?
Action
Search or write
- Search For
  Required
- FirstName
  Required
- LastName
  Required
- Title
- Company
- Email (Main)
- Email (Other)
- Phone (Main)
- Phone (Other)
- Address Line 1
- Address Line 2
- City
- State/County
- Zip/Post Code
- Country
  Required
- Owner
  Required
Action
Search or write
- Search For
  Required
- Type
  Required
- Note
  Required
Action
Search or write

Activity Deleted
Triggers when an activity is deleted in your database.
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Instant
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Contact Created
Triggers when a new contact is created in your database.
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Instant
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Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
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Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
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Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
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- Subject
  Required
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- ID
  Required
- First Name
- Last Name
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
Action
Write
New Activity
Triggered when you add a new activity.
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Instant
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New Company
Triggered when you add a new company.
Trigger
Instant
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New Deal
Triggered when you add a new deal.
Trigger
Instant
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New File
Triggered when you add a new file.
Trigger
Instant
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- ActivityType
- Title
  Required
- Description
- Deal
  Required
- Date & Time
  Required
- Duration
- Assignees
  Required
- Contacts
  Required
- Mark as complete?
Action
Write
- FirstName
  Required
- LastName
  Required
- Title
- Company
- Email (Main)
- Email (Other)
- Phone (Main)
- Phone (Other)
- Address Line 1
- Address Line 2
- City
- State/County
- Zip/Post Code
- Country
  Required
- Owner
  Required
Action
Write
- Type
  Required
- Note
  Required
Action
Write
- Name
  Required
- Owner
  Required
- Currency
  Required
- Price
  Required
Action
Write
- FirstName
  Required
- LastName
  Required
- Title
- Email
  Required
Action
Write
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
- Name
  Required
- Website
- Email (Main)
- Email (Other)
- Phone (Main)
- Phone (Other)
- Address Line 1
- Address Line 2
- City
- State/County
- Zip/Post Code
- Country
  Required
- Owner
  Required
Action
Search or write
- Search For
  Required
- Title
  Required
- Pipeline
  Required
- Stage
  Required
- Company
- Contact
- Currency
- CustomValue
Action
Search or write

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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About Teamwork CRM

Teamwork CRM helps you to develop your sales process, plan and manage your company’s growth and bring clarity to a chaotic pipeline.

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