BotConversa + Redtail CRM

BotConversa + Redtail CRM integrations

Create new Redtail CRM contacts and add tags to BotConversa subscribers

Effortlessly keep your Redtail CRM contacts engaged by adding tags to them in the BotConversa app whenever a new contact is created. This automation helps ensure that new CRM contacts are easily tracked for personalized marketing campaigns, saving you time and maintaining seamless communication with your audience.

When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Add Tag to SubscriberAdds a tag to a subscriber.
ActionWrite

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More things you can do with Redtail CRM and BotConversa

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

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
- Tag
  Required
Trigger
Instant
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- Triggered Event
  Required
Trigger
Instant
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- Custom Field Type
  Required
- Custom field
  Required
Action
Write
- Phone
  Required
- Tag
  Required
Action
Write
- Phone
  Required
Action
Write
- Phone
  Required
- Type of message
  Required
Action
Write
- Phone
  Required
- Sequence
  Required
Action
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
Try It
- 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
New Subscriber
Triggers when a new subscriber joins BotConversa.
Trigger
Instant
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- Sequence
  Required
Trigger
Instant
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- Phone
  Required
- Tag
  Required
Action
Write
- Phone
  Required
Action
Write
- Campaign
- Phone
  Required
- Full name
  Required
Action
Write
- Flow
  Required
- Phone
  Required
Action
Write
- Phone
  Required
- Sequence
  Required
Action
Write
- Phone
  Required
Action
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About BotConversa

BotConversa is a Chatbot builder for WhatsApp. We’ve made it simples for small to big Size businesses to automate their WhatsApp conversations and create a true lead generation machine.

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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.

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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

Related Zap Templates

Add tags to BotConversa subscribers when new Redtail CRM activities are created

Add subscribers to BotConversa sequence when new activities are created in Redtail CRM