ActiveDEMAND + Redtail CRM

Create contacts in ActiveDEMAND for new activities in Redtail CRM

When a new activity is created in Redtail CRM, easily stay connected by having a contact simultaneously generated in ActiveDEMAND with this seamless workflow. Save time and improve efficiency by automating the process of transferring data between your CRM and marketing platforms, ensuring important contacts always get the attention they deserve.

When a new activity is created in Redtail CRM, easily stay connected by having a contact simultaneously generated in ActiveDEMAND with this seamless workflow. Save time and improve efficiency by automating the process of transferring data between your CRM and marketing platforms, ensuring important contacts always get the attention they deserve.

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

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    ActiveDEMANDActiveDEMAND
    Create Contact

    Creates a new contact.

    ActionWrite
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Supported triggers and actions

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About ActiveDEMAND

ActiveDEMAND is an integrated marketing platform that helps companies drive demand, improve conversion velocity, and demonstrate value delivered.

Related categories

  • Marketing Automation

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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.
Learn more

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  • CRM (Customer Relationship Management)

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