Freshcaller + Redtail CRM

Update Redtail CRM contacts and create Freshcaller contacts automatically

Efficiently maintain updated customer information between Redtail CRM and Freshcaller with this seamless workflow. When a contact is modified in Redtail CRM, the corresponding contact in Freshcaller is updated accordingly. Keep your records organized and save valuable time, as manual transfer of contact updates between the two platforms is no longer required.

Efficiently maintain updated customer information between Redtail CRM and Freshcaller with this seamless workflow. When a contact is modified in Redtail CRM, the corresponding contact in Freshcaller is updated accordingly. Keep your records organized and save valuable time, as manual transfer of contact updates between the two platforms is no longer required.

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

    Triggers when an existing contact is updated in your database.

    TriggerInstant
  2. automatically do this!
    FreshcallerFreshcaller
    Create Contact

    Create a contact on the caller account.

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

Supported triggers and actions

freshcaller logo
freshcaller logo

About Freshcaller

Freshcaller is a cloud-based phone system for businesses of all sizes.

Related categories

  • Phone & SMS
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)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier