Chatwork + Redtail CRM

Update Chatwork messages when Redtail CRM contacts change

Stay up-to-date with your CRM records by instantly sharing contact updates with your team in Chatwork. With this Redtail CRM and Chatwork automation, whenever a contact is updated in Redtail CRM, a message will be sent in Chatwork, so your team members are always on the same page. This workflow helps you save time and maintain clear communication across your organization.

Stay up-to-date with your CRM records by instantly sharing contact updates with your team in Chatwork. With this Redtail CRM and Chatwork automation, whenever a contact is updated in Redtail CRM, a message will be sent in Chatwork, so your team members are always on the same page. This workflow helps you save time and maintain clear communication across your organization.

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

    Triggers when an existing contact is updated in your database.

    TriggerInstant
  2. automatically do this!
    ChatworkChatwork
    Send Message

    Post a new message to a specific group chat in ChatWork.

    ActionWrite
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Supported triggers and actions

  • 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
chatwork logo
chatwork logo

About Chatwork

Keep your team focused and working together with Chatwork's team chat, tasks, video chats, and more in one place.

Related categories

  • Team Chat

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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 more

Related categories

  • CRM (Customer Relationship Management)

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