Kommo + Redtail CRM

Update Kommo notes when Redtail CRM contacts are updated

Keep your Redtail CRM contacts and Kommo notes up-to-date with this seamless integration. With this workflow, whenever a contact is updated in Redtail CRM, the corresponding note in Kommo will be updated as well. This helps you maintain organized and accurate records in both platforms, saving time and reducing manual data entry errors.

Keep your Redtail CRM contacts and Kommo notes up-to-date with this seamless integration. With this workflow, whenever a contact is updated in Redtail CRM, the corresponding note in Kommo will be updated as well. This helps you maintain organized and accurate records in both platforms, saving time and reducing manual data entry errors.

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

    Triggers when an existing contact is updated in your database.

    TriggerInstant
  2. automatically do this!
    KommoKommo
    Update Note

    Updates a note.

    ActionWrite
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Supported triggers and actions

kommo logo
kommo logo

About Kommo

Kommo is a messaging-powered CRM that helps you engage with your customers on a whole new level. It's a versatile, cloud-based sales automation tool that enables you to manage leads and monitor your sales pipeline in only a few clicks.
Learn more

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  • CRM (Customer Relationship Management)

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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.
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  • CRM (Customer Relationship Management)

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