Loyalty Gator + Redtail CRM

Create Loyalty Gator customers from new Redtail CRM activities

Easily keep your customer records up-to-date with this Redtail CRM to Loyalty Gator automation. Whenever a new activity is created in Redtail CRM, this workflow will automatically create a customer in Loyalty Gator. Stay organized and maintain seamless customer data between your CRM and loyalty program, effortlessly.

Easily keep your customer records up-to-date with this Redtail CRM to Loyalty Gator automation. Whenever a new activity is created in Redtail CRM, this workflow will automatically create a customer in Loyalty Gator. Stay organized and maintain seamless customer data between your CRM and loyalty program, effortlessly.

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

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    Loyalty GatorLoyalty Gator
    Create Customer

    Creates a new customer.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

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
loyalty-gator logo
loyalty-gator logo

About Loyalty Gator

Loyalty Gator is a customer loyalty program that helps increase retention and sales while providing cross communication of transactions.

Related categories

  • Customer Appreciation
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