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Redtail CRM + Vtiger CRM

Update Vtiger CRM contacts when Redtail CRM contacts are updated

Keep your Redtail CRM and Vtiger CRM contacts up-to-date with this seamless workflow. Whenever a contact is updated in Redtail CRM, the same information will be created or updated in Vtiger CRM, ensuring consistency across both platforms. This time-saving automation helps maintain accurate data and effortlessly streamlines your contact management process.

Keep your Redtail CRM and Vtiger CRM contacts up-to-date with this seamless workflow. Whenever a contact is updated in Redtail CRM, the same information will be created or updated in Vtiger CRM, ensuring consistency across both platforms. This time-saving automation helps maintain accurate data and effortlessly streamlines your contact management process.

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

    Triggers when an existing contact is updated in your database.

    TriggerInstant
  2. automatically do this!
    Vtiger CRMVtiger CRM
    Create or Update Contact

    Creates or updates 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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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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vtiger logo
vtiger logo

About Vtiger CRM

Vtiger CRM is more than just a CRM. At its heart, Vtiger CRM enables salespersons​ and support staff do more through an easy but powerful interface. With built-in solutions that range from email marketing to activity and project management and beyond, Vtiger CRM provides an integrated solution to drive business growth.

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