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Redtail CRM + Zoho Cliq

Update Zoho Cliq direct messages when Redtail CRM contacts are modified

Stay informed about your clients by receiving instant updates when a contact is modified in Redtail CRM. With this workflow, every time a contact is updated in Redtail CRM, a direct message is sent to you through Zoho Cliq. This ensures you never miss important changes to your clients' information and can keep communication flowing smoothly.

Stay informed about your clients by receiving instant updates when a contact is modified in Redtail CRM. With this workflow, every time a contact is updated in Redtail CRM, a direct message is sent to you through Zoho Cliq. This ensures you never miss important changes to your clients' information and can keep communication flowing smoothly.

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

    Triggers when an existing contact is updated in your database.

    TriggerInstant
  2. automatically do this!
    Zoho CliqZoho Cliq
    Send Direct Message

    Send a direct message to a contact or an user in your Organisation.

    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
  • Redtail CRM triggers, actions, and search

    Activity Deleted

    Triggers when an activity is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Created

    Triggers when a new contact is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Updated

    Triggers when an existing contact is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Deleted

    Triggers when an opportunity is deleted 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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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zoho-cliq logo
zoho-cliq logo

About Zoho Cliq

Zoho Cliq is a real time messaging software built to provide enhanced productivity and team collaboration.

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