ChatDaddy + Redtail CRM

Create contacts in ChatDaddy when new activities are created in Redtail CRM

Easily keep your CRM and chat contacts up to date with this Redtail CRM and ChatDaddy workflow. Whenever a new activity is created in Redtail CRM, a new contact will be added to ChatDaddy, saving you time and ensuring consistent communication with your clients and prospects. Stay organized and efficient by letting this automation handle your contact management tasks.

Easily keep your CRM and chat contacts up to date with this Redtail CRM and ChatDaddy workflow. Whenever a new activity is created in Redtail CRM, a new contact will be added to ChatDaddy, saving you time and ensuring consistent communication with your clients and prospects. Stay organized and efficient by letting this automation handle your contact management tasks.

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

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    ChatDaddyChatDaddy
    Create Contact

    Create a Contact

    ActionWrite
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Supported triggers and actions

chatdaddy logo
chatdaddy logo

About ChatDaddy

ChatDaddy is the ultimate WhatsApp automation & marketing tool

Related categories

  • Marketing Automation

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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