Elevated CRM + Redtail CRM

Create or update Elevated CRM contacts when new contacts are added in Redtail CRM

Effortlessly maintain the organization between your Redtail CRM and Elevated CRM apps with this seamless workflow. Once a contact is created in Redtail CRM, it will instantly create or update the corresponding contact by email in Elevated CRM, saving you time and ensuring accurate information across both platforms. Enjoy enhanced data consistency without the need for manual intervention.

Effortlessly maintain the organization between your Redtail CRM and Elevated CRM apps with this seamless workflow. Once a contact is created in Redtail CRM, it will instantly create or update the corresponding contact by email in Elevated CRM, saving you time and ensuring accurate information across both platforms. Enjoy enhanced data consistency without the need for manual intervention.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    Elevated CRMElevated CRM
    Create or Update Contact by Email

    Create Or Update A Contact By Email. When updating, if we find several contacts, we will only update the most recently created contact.

    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
elevated-crm logo
elevated-crm logo

About Elevated CRM

Elevated CRM is a contact management tool that manages your contacts presence on the internet.

Related categories

  • Contact Management
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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