Missive + Redtail CRM

Create Missive posts for new Redtail CRM contacts

Easily stay organized and up-to-date in your team's communication by creating a new post in Missive every time there's a new contact added to your Redtail CRM. This automation workflow will streamline your communication, ensuring you never miss important information about your newly added contacts. Save time and enhance collaboration with this seamless integration between Redtail CRM and Missive.

Easily stay organized and up-to-date in your team's communication by creating a new post in Missive every time there's a new contact added to your Redtail CRM. This automation workflow will streamline your communication, ensuring you never miss important information about your newly added contacts. Save time and enhance collaboration with this seamless integration between Redtail CRM and Missive.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    MissiveMissive
    Create Post

    Creates a new post.

    ActionWrite
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Supported triggers and actions

What does this mean?
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About Missive

Email, group chat and tasks for productive teams. One app for all your internal and external communication.
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Related categories

  • Customer Support
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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)

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