ActiveTrail + Redtail CRM

ActiveTrail + Redtail CRM integrations

Create contacts in ActiveTrail groups from new Redtail CRM activities

Effortlessly stay connected to your contacts with this Redtail CRM to ActiveTrail automation. Once an activity is created in Redtail CRM, this workflow will add the associated contact to a specified group in ActiveTrail, ensuring you can easily keep track of client communications and group members. Streamline your contact management process and enhance your marketing efforts with this efficient and timesaving integration.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Add Contact to GroupAdd a new or an existing contact to a specific group (The new contact will be created if not already exists).
ActionWrite

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More things you can do with Redtail CRM and ActiveTrail

Discover other triggers and actions you can use with Redtail CRM and ActiveTrail

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
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- 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
Contact Added via Landing Page
Triggers when a contact is added via a landing page.
Trigger
Instant
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Contact Removed From Group
Triggers when a contact is removed from a group (any group).
Trigger
Instant
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Contact Updated
Triggers when a contact record in ActiveTrail is updated via the API (status or details).
Trigger
Instant
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- Group Name
  Required
Action
Write
- Status
Action
Write
- Group ID
  Required
- External ID
  Required
- SMS
- City
- External Name
  Required
- Email
  Required
Action
Write
- Group ID
  Required
- External ID
  Required
- External Name
  Required
Action
Write
- Message Name
  Required
- From Name
  Required
- Message
  Required
- Mobile Number
  Required
- Can Unsubscribe?
- Unsubscribe Text
- Send Now?
- Scheduled Date
Action
Write
- Search Term
  Required
Action
Search

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
Contact Added to Group
Triggers when a contact is added to a group (any group).
Trigger
Instant
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Contact Added via Signup Form
Triggers when a contact is added via a signup form.
Trigger
Instant
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Contact Unsubscribed
Triggers when a contact unsubscribes from receiving further emails.
Trigger
Instant
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- Group ID
  Required
- External ID
  Required
- External Name
  Required
Action
Write
- Group Name
  Required
- Contact Email
  Required
Action
Write
- External ID
  Required
- External Name
  Required
Action
Write
- Customer ID
  Required
- External ID
  Required
- External Name
  Required
Action
Write
Send SMS (External ID)
Send SMS messages in account with External ID
Action
Write
- External ID
  Required
- External Name
  Required
Action
Write
- Search Group Name
  Required
Action
Search

About ActiveTrail

ActiveTrail is a marketing automation platform designed to help you maintain active relationships with customers, prospects, and user communities.

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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.