Restyaboard Integrations with Redtail CRM through Zapier

Restyaboard Integrations with Redtail CRM through Zapier

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.

Triggers

New Board

Data sent to Redtail CRM, when the user creates a new board.

New List

Data sent to Redtail CRM, when the user creates a new list on the board.

New Card

Data sent to Redtail CRM, when the user creates a new card in the list of the board.

New Activity

Data sent to Redtail CRM, when the user performs any activity.

Actions

Create New Activity

Creates a new activity.

Create New Opportunity

Creates a new opportunity.

Create New Contact

Creates a new contact.

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