ActiveTrail + Redtail CRM

ActiveTrail + Redtail CRM integrations

Create and add new Redtail CRM contacts to a group in ActiveTrail

Effortlessly keep your contact lists up-to-date with this Redtail CRM and ActiveTrail workflow. Whenever a new contact is created in Redtail CRM, they will be instantly added to a specified group in ActiveTrail. This seamless integration helps you maintain organized and current contact lists, ensuring effective communication with your customers.

When this happens...
Contact CreatedTriggers when a new contact 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.