4Degrees + Redtail CRM

4Degrees + Redtail CRM integrations

Create new 4Degrees contacts from newly created Redtail CRM contacts

Effortlessly keep your contacts up to date across Redtail CRM and 4Degrees with this seamless workflow. Whenever a new contact is added in Redtail CRM, this automation will create a corresponding contact in 4Degrees, ensuring your contact information is always consistent and easily accessible across both platforms. Say goodbye to manual entry and hello to streamlined contact management.

When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Create ContactCreates a new contact.
ActionWrite

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More things you can do with Redtail CRM and 4Degrees

Discover other triggers and actions you can use with Redtail CRM and 4Degrees

Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
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Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
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Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
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Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
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Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
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Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write

- ID
  Required
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- ID
  Required
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- Tags Seperated by Comma
- Custom Field
- Custom Field Value
Trigger
Polling
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- List Name
  Required
- Stage
Trigger
Polling
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- Full Name
  Required
- First Name
- Last Name
- Email
  Required
- Job Role
- Job Company
- Location
- Tags
- Source
- Phone Number Type
- Phone number
- Address type
- Address Street Line 1
- Address street line 2
- Address City
- Address State
- Address Zip
Action
Write
- Deal List
  Required
- Company Name
  Required
- Company Url
- Description
- Location
- Tags
- Source
- Document Link
- Deal / List Record Type
- Contact email (if you selected Record Type of "Contact" above)
- Associated Contact Emails
Action
Write
- Target Type
- Target Name
  Required
- Due Date
- Assignee Email
- CC Emails
- Note
  Required
Action
Write
- Deal Name
  Required
- Deal List
  Required
- Edit website
- Edit location
- Edit description
- Edit source
- Edit Owner
- Edit Employee Count
- Document Link
- Associated Contact Emails
Action
Write

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
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Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
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Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
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Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
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Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
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- Subject
  Required
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- ID
  Required
- First Name
- Last Name
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
Action
Write
- List Name
  Required
- Stage
Trigger
Polling
Try It
New Exported Contact
Triggers when a contact is exported to Zapier.
Trigger
Polling
Try It
New Reminder
Trigger when a new reminder is created. The reminder is exported to Zapier.
Trigger
Polling
Try It
- Contact Email
  Required
- Interaction Date
- Interaction Type
- Interaction Notes
Action
Write
- List Name
- Deal Name
  Required
- Note Date
- Note text
  Required
Action
Write
- Contact Email
  Required
- Contact Id
- First Name
- Last Name
- Job Role
- Job Company
- Location
- Tags
- Phone Number
- Phone Number Type
- Address Type
- Address Street Line 1
- Address Street Line 2
- Address City
- Address State
- Address Zip
- Address Country
- Job Start Date
- Job End Date
Action
Write

About 4Degrees

4Degrees is a relationship intelligence CRM platform that empowers deal-driven, relationship-focused teams to activate their vast relationship networks to source and close more deals.

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CRM (Customer Relationship Management)

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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.