Redtail CRM + Wealthbox CRM

Start workflow in Wealthbox CRM when Redtail CRM updates contacts

Stay on top of your client information by linking Redtail CRM and Wealthbox CRM! This setup initiates a workflow in Wealthbox CRM every time a contact is updated in Redtail CRM. It's an efficient solution that ensures your client data remains consistent across both platforms. Enhance your customer management process with this user-friendly automation.

Stay on top of your client information by linking Redtail CRM and Wealthbox CRM! This setup initiates a workflow in Wealthbox CRM every time a contact is updated in Redtail CRM. It's an efficient solution that ensures your client data remains consistent across both platforms. Enhance your customer management process with this user-friendly automation.

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

    Triggers when an existing contact is updated in your database.

    TriggerInstant
  2. automatically do this!
    Wealthbox CRMWealthbox CRM
    Start Workflow

    Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.

    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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wealthbox logo
wealthbox logo

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
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