Alegra + Redtail CRM

Create Alegra contacts in mexico when new Redtail CRM contacts are added

Effortlessly manage your contacts between Redtail CRM and Alegra with this seamless workflow. Whenever a new contact is created in Redtail CRM, this automation will take care of adding it as a contact in Alegra, ensuring all your important details are saved, and helping your business stay organized and efficient. No more manual data entry or worry about missing information – stay in control of your contact list with this time-saving integration.

Effortlessly manage your contacts between Redtail CRM and Alegra with this seamless workflow. Whenever a new contact is created in Redtail CRM, this automation will take care of adding it as a contact in Alegra, ensuring all your important details are saved, and helping your business stay organized and efficient. No more manual data entry or worry about missing information – stay in control of your contact list 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!
    AlegraAlegra
    Create Contact in Mexico

    Crear contacto en México. Create a contact in Mexico.

    ActionWrite
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Supported triggers and actions

  • Redtail CRM triggers, actions, and search

    Activity Created

    Triggers when a new activity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Updated

    Triggers when an activity is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Deleted

    Triggers when a new contact is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
    Try It
  • 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
alegra logo
alegra logo

About Alegra

Alegra is an accounting and billing app designed for Latin American managers.

Related categories

  • Accounting
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)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier