ChatDaddy + Redtail CRM

ChatDaddy + Redtail CRM integrations

Create contacts in ChatDaddy when new activities are created in Redtail CRM

Easily keep your CRM and chat contacts up to date with this Redtail CRM and ChatDaddy workflow. Whenever a new activity is created in Redtail CRM, a new contact will be added to ChatDaddy, saving you time and ensuring consistent communication with your clients and prospects. Stay organized and efficient by letting this automation handle your contact management tasks.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Create ContactCreate a Contact
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Redtail CRM and ChatDaddy

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

Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
Try It
Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
Try It
Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
Try It
Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
Try It
Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
Try It

Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
Try It
- 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
- Account ID
- Contact ID
Trigger
Instant
Try It
Message Flow Endpoint Reached
A message flow sent to a WA number has had all its actions triggered and reached a final action.
Trigger
Instant
Try It
Team Members
The team members on your signed in team
Trigger
Polling
Try It
- Name
  Required
- Phone Number
  Required
- Account ID
Action
Write
- Account Id
- Message Flow ID
  Required
- Phone Number
  Required
- Send Message With Typing
Action
Write

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
Try It
Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
Try It
Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
Try It
Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
Try It
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
- Account ID
Trigger
Instant
Try It
- Message Flow ID
  Required
- Action ID
  Required
Trigger
Instant
Try It
Tag Created
Triggers when a tag is created on ChatDaddy.
Trigger
Polling
Try It
- Contact ID
  Required
- Account ID
  Required
- Tag
- Custom Field
- Custom Field Value
Action
Write
- Message Text
  Required
- Contact Search
- Chat ID/Phone Number
  Required
- Account ID
- Image Attachment URL
- Video Attachment URL
- Require Open Account
Action
Write
- Contact ID
- Account ID
- Assignee
Action
Write

About ChatDaddy

ChatDaddy is the ultimate WhatsApp automation & marketing tool

HelpHelp

Related categories

Marketing Automation

Similar apps

Zapier Forms

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

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 moreLearn moreHelpHelp