Freshsales Suite + Redtail CRM

Create new Redtail CRM contacts and update corresponding Freshsales Suite deals

Maintain an updated sales pipeline effortlessly with this Redtail CRM and Freshsales Suite automation. When a new contact is created in Redtail CRM, the workflow will update the related deal in Freshsales Suite. This keeps your sales team working with up-to-date information, helping you stay organized and streamline your CRM and sales processes.

Maintain an updated sales pipeline effortlessly with this Redtail CRM and Freshsales Suite automation. When a new contact is created in Redtail CRM, the workflow will update the related deal in Freshsales Suite. This keeps your sales team working with up-to-date information, helping you stay organized and streamline your CRM and sales processes.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    Freshsales SuiteFreshsales Suite
    Update Deal

    update an existing deal

    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
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  • 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
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  • Redtail CRM triggers, actions, and search

    Opportunity Deleted

    Triggers when an opportunity is deleted in your database.

    Trigger
    Instant
    Try It
freshsales-suite logo
freshsales-suite logo

About Freshsales Suite

Freshsales Suite is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and 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
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