Fusioo + Redtail CRM

Create records in Fusioo for new Redtail CRM activities, streamlining data management

Effortlessly track new activities in your Redtail CRM by creating corresponding records in your Fusioo app with this seamless automation. Every time a new activity is added in Redtail CRM, this workflow will create a record in Fusioo, ensuring all important information is consistently up-to-date and easily accessible. Stay organized and save time by streamlining your CRM data management process.

Effortlessly track new activities in your Redtail CRM by creating corresponding records in your Fusioo app with this seamless automation. Every time a new activity is added in Redtail CRM, this workflow will create a record in Fusioo, ensuring all important information is consistently up-to-date and easily accessible. Stay organized and save time by streamlining your CRM data management process.

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

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    FusiooFusioo
    Create Record

    Creates a new record for an App you specify.

    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
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About Fusioo

Fusioo helps growing businesses get organized. Create your custom online database and manage everything in one place.

Related categories

  • Databases
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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