Convoso + Redtail CRM

Update Convoso leads when Redtail CRM contacts are updated

Keep your Convoso leads up-to-date with this Redtail CRM to Convoso workflow. Whenever a contact is updated in Redtail CRM, this automation will ensure that the corresponding lead in Convoso is updated as well. Save time and effort by streamlining your contact management process and maintaining accurate, consistent data across both platforms.

Keep your Convoso leads up-to-date with this Redtail CRM to Convoso workflow. Whenever a contact is updated in Redtail CRM, this automation will ensure that the corresponding lead in Convoso is updated as well. Save time and effort by streamlining your contact management process and maintaining accurate, consistent data across both platforms.

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

    Triggers when an existing contact is updated in your database.

    TriggerInstant
  2. automatically do this!
    ConvosoConvoso
    Lead: Update

    This is to update lead data in convoso

    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
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convoso logo

About Convoso

Convoso is a cloud-based call center software for sales and lead generation teams.

Related categories

  • Sales & CRM
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