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Redtail CRM + TrueReview

Create TrueReview contacts from new Redtail CRM contacts

Effortlessly manage your contacts with this Redtail CRM and TrueReview integration. Whenever a contact is created in Redtail CRM, a corresponding contact will be added in the TrueReview app. This seamless workflow ensures all your important contacts are centralized and easily accessible, saving you time and keeping your marketing efforts organized.

Effortlessly manage your contacts with this Redtail CRM and TrueReview integration. Whenever a contact is created in Redtail CRM, a corresponding contact will be added in the TrueReview app. This seamless workflow ensures all your important contacts are centralized and easily accessible, saving you time and keeping your marketing efforts organized.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    TrueReviewTrueReview
    Create Contact

    Creates a Contact

    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)

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truereview logo
truereview logo

About TrueReview

TrueReview makes it easy for businesses to request reviews for any website, receive direct customer feedback and improve online reviews!

Related categories

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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