Redtail CRM + Superdocu

Create new Superdocu contacts from newly created Redtail CRM contacts

Easily streamline your contact management process with this Redtail CRM and Superdocu automation. When a new contact is created in Redtail CRM, this workflow will simultaneously create a contact in the Superdocu app, ensuring all your important client information is organized and consistent across platforms. Save time and reduce manual input, allowing you to focus on nurturing relationships and growing your business.

Easily streamline your contact management process with this Redtail CRM and Superdocu automation. When a new contact is created in Redtail CRM, this workflow will simultaneously create a contact in the Superdocu app, ensuring all your important client information is organized and consistent across platforms. Save time and reduce manual input, allowing you to focus on nurturing relationships and growing your business.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    SuperdocuSuperdocu
    Create Contact

    Creates a new contact in Superdocu.

    ActionWrite
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Supported triggers and actions

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)

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superdocu logo
superdocu logo

About Superdocu

Superdocu helps people collect documents and information easily, and follow-up in case of missing data.

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier