KickoffLabs + Redtail CRM

Update KickoffLabs leads when Redtail CRM contacts are modified

Keep your leads up-to-date with this efficient workflow between Redtail CRM and KickoffLabs. Whenever a contact is updated in Redtail CRM, their information will be instantly added or updated as a lead in KickoffLabs. Stay organized and maintain accurate data across both platforms with this seamless automation.

Keep your leads up-to-date with this efficient workflow between Redtail CRM and KickoffLabs. Whenever a contact is updated in Redtail CRM, their information will be instantly added or updated as a lead in KickoffLabs. Stay organized and maintain accurate data across both platforms with this seamless automation.

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

    Triggers when an existing contact is updated in your database.

    TriggerInstant
  2. automatically do this!
    KickoffLabsKickoffLabs
    Add or Update Lead

    Adds a new lead to your campaign or updates values on a lead.

    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
kickofflabs logo
kickofflabs logo

About KickoffLabs

KickoffLabs allows you to create giveaway campaigns in minutes!

Related categories

  • Forms & Surveys

Similar apps

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Zapier Interfaces

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