Adversus Dialer + Redtail CRM

Create leads in Adversus Dialer when Redtail CRM contacts are updated

Effortlessly manage your sales leads with this Redtail CRM and Adversus Dialer workflow. When a contact is updated in Redtail CRM, a new lead will be created in Adversus Dialer, streamlining your lead generation process and ensuring seamless communication between the two platforms. Focus on nurturing your leads while this automation takes care of the rest.

When this happens...
Contact Updated
Triggers when an existing contact is updated in your database.
TriggerInstant
automatically do this!
Create Lead
Creates a new lead with a specified pool and campaign.
ActionWrite

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Supported triggers and actions

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 NameRequired
- Last NameRequired
- 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

- IDRequired
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- IDRequired
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- Campaign(s)
Trigger
Instant
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- PoolRequired
Action
Write
- ContactRequired
Action
Write
- Search FieldRequired
- Search ValueRequired
Action
Search
- User EmailRequired
Action
Search
- Search FieldRequired
- Search ValueRequired
- PoolRequired
Action
Search or 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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- SubjectRequired
- Start DateRequired
- End DateRequired
- All DayRequired
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- NameRequired
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- IDRequired
- 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
New Appointment
Triggers when a new appointment has been booked
Trigger
Instant
Try It
- ContactRequired
- CampaignRequired
- Next Contact Time Delay
Action
Write
- PoolRequired
- CampaignRequired
- Next Contact Time Delay
Action
Write
- Lead IDRequired
- Campaign
- Next contact time
- Last contacted by
- Status
Action
Write
- Lead IDRequired
Action
Search
- User IDRequired
Action
Search

About Adversus Dialer

A web-based auto dialer solution used by professionals to streamline outbound outreach by phone.

Learn more

Related categories

Phone & SMS

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