What you can automate

When contact Created in Redtail CRM, find or create contact in Salesflare.

When contact Updated in Redtail CRM, find or create contact in Salesflare.

When note Created in Redtail CRM, create internal note in Salesflare.

When opportunity Created in Redtail CRM, create opportunity in Salesflare.

When opportunity Updated in Redtail CRM, create opportunity in Salesflare.

When workflow Step Task Completed in Redtail CRM, create task in Salesflare.

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.

Redtail CRM operations on Zapier

Triggers (12)

Start a workflow when this happens

Activity Created — Triggers when a new activity is created in your database.
Activity Deleted — Triggers when an activity is deleted in your database.
Activity Updated — Triggers when an activity is updated in your database.
Contact Created — Triggers when a new contact is created in your database.
Contact Deleted — Triggers when a new contact is deleted in your database.

Show 7 more triggers

Contact Updated — Triggers when an existing contact is updated in your database.
Note Created — Triggers when a new note is created, optionally filtered by the type of record it's linked to.
Opportunity Created — Triggers when a new opportunity is created in your database.
Opportunity Deleted — Triggers when an opportunity is deleted in your database.
Opportunity Updated — Triggers when an opportunity is updated in your database.
Workflow Step Completed — Triggers when a Workflow Step is completed in your database .
Workflow Step Task Completed — Triggers when a Workflow Step Task is completed in your database.

Actions (8)

Things Salesflare can make it do

Create Activity — Creates a new activity in your database.
Create Contact — Creates a new contact in your database.
Create Opportunity — Creates a new opportunity in your database.
Find or Create Activity — Finds an existing activity within a date range.
Find or Create Contact — Finds an existing contact by name, email, or phone number.

Show 3 more actions

Update Activity — Updates and existing activity in your database.
Update Contact — Updates an existing contact in your database.
Update Opportunity — Updates an existing opportunity in your database.

Searches (2)

Look up existing records

Find Activity — Finds an existing activity within a date range.
Find Contact — Finds an existing contact by name, email, or phone number.

Redtail CRM and Salesflare

How to connect Redtail CRM