Act-On + Redtail CRM

Create new Redtail CRM contacts from Act-On automated program calls

When an external call takes place in the Act-On software, this workflow instantly creates a new contact in your Redtail CRM, saving you the step of manually transferring information. This streamlined process enhances efficiency, allowing you to focus more time and resources on nurturing your customer relationships and less time performing admin tasks. Get the most out of your Act-On and Redtail integration with this seamless solution.

When an external call takes place in the Act-On software, this workflow instantly creates a new contact in your Redtail CRM, saving you the step of manually transferring information. This streamlined process enhances efficiency, allowing you to focus more time and resources on nurturing your customer relationships and less time performing admin tasks. Get the most out of your Act-On and Redtail integration with this seamless solution.

  1. When this happens...
    Act-OnAct-On
    New Automated Program External Call

    Triggers when an automated program sends out external API data.

    TriggerInstant
  2. automatically do this!
    Redtail CRMRedtail CRM
    Create Contact

    Creates a new contact in your database.

    ActionWrite
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Supported triggers and actions

    • ProgramRequired

    Trigger
    Instant
    Try It
    • SegmentRequired

    • ContactRequired

    Action
    Write
    • FormRequired

    Action
    Write
  • Act-On triggers, actions, and search

    Update or Create Contact in All Contacts by External ID

    Updates an existing contact or creates a new one if not found in All Contacts. A contact is identified by their unique ID in the source object. Go to Zapier’s help page to get more info.

    Action
    Write
act-on logo
act-on logo

About Act-On

Act-On's growth marketing platform enables marketers to grow their business, deliver exceptional brand experiences, and drive customer engagement with their offerings across the customer life cycle-for every customer, every time.

Related categories

  • Marketing Automation

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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)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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