Redtail CRM + Zapier Tables

Create records in Zapier Tables for new Redtail CRM contacts

Easily manage your contacts and keep your records up-to-date with this workflow. Whenever a new contact is created in Redtail CRM, a record will be added to your Zapier Tables app, ensuring a consistent flow of data and organization. Save time and stay organized by seamlessly integrating your contact information from Redtail CRM to Zapier Tables.

Easily manage your contacts and keep your records up-to-date with this workflow. Whenever a new contact is created in Redtail CRM, a record will be added to your Zapier Tables app, ensuring a consistent flow of data and organization. Save time and stay organized by seamlessly integrating your contact information from Redtail CRM to Zapier Tables.

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

    Triggers when a new contact is created in your database.

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

    Creates a new 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
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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
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zapier-tables logo

About Zapier Tables

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

Related categories

  • Databases
  • Spreadsheets
  • Zapier