BizConnect + Redtail CRM

Create new Redtail CRM contacts from new BizConnect contacts

Modify your workflow seamlessly with this automation. Whenever a new contact pops up in your BizConnect, this integration transfers the details directly into Redtail CRM as a new contact. Apart from saving your time, it ensures efficient customer management, streamlining your business processes for enhanced productivity.

Modify your workflow seamlessly with this automation. Whenever a new contact pops up in your BizConnect, this integration transfers the details directly into Redtail CRM as a new contact. Apart from saving your time, it ensures efficient customer management, streamlining your business processes for enhanced productivity.

  1. When this happens...
    BizConnectBizConnect
    New Contact

    Triggers when a new contact is created.

    TriggerPolling
  2. automatically do this!
    Redtail CRMRedtail CRM
    Create Contact

    Creates a new contact in your database.

    ActionWrite
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Supported triggers and actions

bizconnect logo
bizconnect logo

About BizConnect

BizConnect is an application for business card scanning and contact management which comes with attractive CRM features.
Learn more

Related categories

  • Productivity
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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