Loading

Redtail CRM + Yodel.io Phone System

Create or update Yodel.io Phone System contacts when new Redtail CRM contacts are added

Effortlessly manage your contacts between Redtail CRM and Yodel.io Phone System with this seamless automation. When a new contact is created in Redtail CRM, this workflow will simultaneously create or update the corresponding contact in Yodel.io, ensuring up-to-date contact information across both systems. Save time and improve accuracy by eliminating manual data entry and keeping your contact records consistent.

Effortlessly manage your contacts between Redtail CRM and Yodel.io Phone System with this seamless automation. When a new contact is created in Redtail CRM, this workflow will simultaneously create or update the corresponding contact in Yodel.io, ensuring up-to-date contact information across both systems. Save time and improve accuracy by eliminating manual data entry and keeping your contact records consistent.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    Yodel.io Phone SystemYodel.io Phone System
    Create or Update Contact

    Creates or updates a contact.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

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
yodel logo
yodel logo

About Yodel.io Phone System

Yodel.io is a new kind of business phone. Get a number and start answering calls or automatically respond with our voice bot functionality.

Related categories