Redtail CRM + Zapier Tables

Update Zapier Tables records when Redtail CRM contacts are updated

Keep your CRM and table records seamlessly in sync with this efficient workflow. When a contact is updated in Redtail CRM, this automation instantly updates the corresponding record in Zapier Tables. Stay organized and up-to-date without any manual effort, ensuring your data is always accurate and current.

Keep your CRM and table records seamlessly in sync with this efficient workflow. When a contact is updated in Redtail CRM, this automation instantly updates the corresponding record in Zapier Tables. Stay organized and up-to-date without any manual effort, ensuring your data is always accurate and current.

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

    Triggers when an existing contact is updated in your database.

    TriggerInstant
  2. automatically do this!
    Zapier TablesZapier Tables
    Update Record

    Update an existing record on a table.

    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
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
zapier-tables logo
zapier-tables logo

About Zapier Tables

Zapier Tables is a no-code database built for automation.
Learn more

Related categories

  • Databases
  • Spreadsheets
  • Zapier