Funnel-Tunnel + Redtail CRM

Update Funnel-Tunnel contacts when Redtail CRM contacts are modified

Maintain up-to-date contact information across Redtail CRM and Funnel-Tunnel effortlessly with this seamless workflow. When a contact is updated in Redtail CRM, this automation ensures the corresponding contact in Funnel-Tunnel is also updated, keeping your data consistent between the two platforms. Eliminate manual data entry and keep your contacts organized with this convenient solution.

Maintain up-to-date contact information across Redtail CRM and Funnel-Tunnel effortlessly with this seamless workflow. When a contact is updated in Redtail CRM, this automation ensures the corresponding contact in Funnel-Tunnel is also updated, keeping your data consistent between the two platforms. Eliminate manual data entry and keep your contacts organized with this convenient solution.

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

    Triggers when an existing contact is updated in your database.

    TriggerInstant
  2. automatically do this!
    Funnel-TunnelFunnel-Tunnel
    Create Contact

    Create or update a contact. Unique identifier is email.

    ActionWrite
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Supported triggers and actions

funnel-tunnel logo
funnel-tunnel logo

About Funnel-Tunnel

Funnel-Tunnel is all-in-one software for small and medium-sized companies to successfully digitize. From design to marketing to sales, Funnel-Tunnel is a complete solution.

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