BuyerAssist + Redtail CRM

Create BuyerAssist contacts for new Redtail CRM contacts

Effortlessly keep your Redtail CRM contacts in sync with BuyerAssist by setting up this seamless automation. With this workflow, every time a new contact is created in Redtail CRM, the contact will be instantly added to BuyerAssist, ensuring all your important contact information stays up to date across both platforms. Say goodbye to manual data entry and maintain a well-organized contact management process with this time-saving integration.

Effortlessly keep your Redtail CRM contacts in sync with BuyerAssist by setting up this seamless automation. With this workflow, every time a new contact is created in Redtail CRM, the contact will be instantly added to BuyerAssist, ensuring all your important contact information stays up to date across both platforms. Say goodbye to manual data entry and maintain a well-organized contact management process with this time-saving integration.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    BuyerAssistBuyerAssist
    Create Contact

    Creates a new contact

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

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
buyerassist logo
buyerassist logo

About BuyerAssist

BuyerAssist is a buyer engagement platform that enables you to provide your buyers with a single, integrated, collaborative engagement interface throughout their journey.

Related categories

  • Sales & CRM
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