Redtail CRM + Signpost

Create or update Signpost contacts for new Redtail CRM activities

Easily keep your contacts updated between Redtail CRM and Signpost with this efficient workflow. Whenever a new activity is created in Redtail CRM, this automation seamlessly creates or updates the corresponding contact in Signpost, ensuring that your customer information is always up-to-date and consistent across platforms. Save time and maintain accurate records in both systems without any manual effort.

Easily keep your contacts updated between Redtail CRM and Signpost with this efficient workflow. Whenever a new activity is created in Redtail CRM, this automation seamlessly creates or updates the corresponding contact in Signpost, ensuring that your customer information is always up-to-date and consistent across platforms. Save time and maintain accurate records in both systems without any manual effort.

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

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    SignpostSignpost
    Create or Update Contact

    Creates a Contact, or updates the Contact if it already exists.

    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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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
signpost logo
signpost logo

About Signpost

Signpost is a complete and automated solution to get more and better reviews, win new customers, and increase repeat business.

Related categories

  • Marketing