Redtail CRM + Upfluence

Update Redtail CRM contacts and match influencers in Upfluence

Effortlessly keep your influencer database up-to-date with this Redtail CRM and Upfluence integration. Whenever a contact is updated in Redtail CRM, this workflow will search for a matching influencer in Upfluence and update their information accordingly. Save time and ensure accuracy by streamlining your contact management process.

Effortlessly keep your influencer database up-to-date with this Redtail CRM and Upfluence integration. Whenever a contact is updated in Redtail CRM, this workflow will search for a matching influencer in Upfluence and update their information accordingly. Save time and ensure accuracy by streamlining your contact management process.

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

    Triggers when an existing contact is updated in your database.

    TriggerInstant
  2. automatically do this!
    UpfluenceUpfluence
    Match Influencer

    Identify if a contact is an influencer.

    ActionWrite
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Supported triggers and actions

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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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About Upfluence

Upfluence is an influencer platform that lets you identify organic influencers in your own customer base & website audience. Collect social data when visitors are browsing your site or during checkout and analyze their social data.

Related categories

  • Social Media Marketing