Connect Frill and Redtail CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Idea
New Announcement
Choose an Action
Automatically do this!
- Request a new Action for Redtail CRM
Enable Integrations or automations with these events of Frill and Redtail CRM
Enable Integrations or automations with these events of Frill and Redtail CRM
Triggers
New Idea
Triggers when a new Idea is created.
New Announcement
Triggers when a new Announcement is created in frill.
Actions
Create Idea
Create a new Idea.
Create User or Follower Or Author
Create User or Follower Or Author.
Search a follower
Search for a follower.
Create a Topic
Create a new Topic
Update Idea
Update an existing Idea.
Search for an Idea
Search an Idea by ID or slug name.
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Frequently Asked Questions
To start, connect both your Frill and Redtail CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Frill triggers actions in Redtail CRM (or vice versa).
Absolutely. You can customize how Frill data is recorded in Redtail CRM. This includes choosing which data fields go into which fields of Redtail CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Frill and Redtail CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Frill and Redtail CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Frill
Frill lets you collect customer feedback, communicate a public roadmap and announce new features.
Learn MoreAbout 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.
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