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Redtail CRM + VBOUT

Update VBOUT contacts with custom events from Redtail CRM contact updates

Easily keep your Redtail CRM contacts and VBOUT events aligned with this streamlined workflow. Whenever a contact is updated in Redtail CRM, a custom event will be added to the corresponding contact in the VBOUT app. Maintain a well-organized and up-to-date contact management system with this seamless automation, saving time and reducing manual effort.

Easily keep your Redtail CRM contacts and VBOUT events aligned with this streamlined workflow. Whenever a contact is updated in Redtail CRM, a custom event will be added to the corresponding contact in the VBOUT app. Maintain a well-organized and up-to-date contact management system with this seamless automation, saving time and reducing manual effort.

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

    Triggers when an existing contact is updated in your database.

    TriggerInstant
  2. automatically do this!
    VBOUTVBOUT
    Add Custom Event to a Contact

    Adds custom event to a specific 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
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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)

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vbout logo
vbout logo

About VBOUT

VBOUT is a marketing platform which helps you optimize the customer journey with powerful email, social media and lead intelligence tools.

Related categories

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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