Redtail CRM + Upfluence

Create new Redtail CRM contacts and match influencers in Upfluence seamlessly

Create a seamless connection between your Redtail CRM and Upfluence with this workflow. When a new contact is added in Redtail CRM, it will trigger a search in the Upfluence app to match the influencer with the contact's details. Save time and streamline your influencer management process with this automation.

Create a seamless connection between your Redtail CRM and Upfluence with this workflow. When a new contact is added in Redtail CRM, it will trigger a search in the Upfluence app to match the influencer with the contact's details. Save time and streamline your influencer management process with this automation.

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

    Triggers when a new contact is created 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)

Similar apps

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