ChatDaddy + Redtail CRM

ChatDaddy + Redtail CRM integrations

Create ChatDaddy contacts from new Redtail CRM contacts

Easily keep your Redtail CRM contacts in sync with ChatDaddy by creating a seamless workflow. When a new contact is added in Redtail CRM, this automation creates a contact in ChatDaddy, saving you time and effort. Maintain consistent communication with your clients and watch your customer engagement thrive.

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

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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.
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Activity Updated
Triggers when an activity is updated in your database.
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Instant
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Contact Deleted
Triggers when a new contact is deleted in your database.
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Instant
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Opportunity Created
Triggers when a new opportunity is created in your database.
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Instant
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Opportunity Updated
Triggers when an opportunity is updated in your database.
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Instant
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Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
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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
- Account ID
- Contact ID
Trigger
Instant
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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
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Team Members
The team members on your signed in team
Trigger
Polling
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- 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.
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Instant
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Contact Created
Triggers when a new contact is created in your database.
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Instant
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Contact Updated
Triggers when an existing contact is updated in your database.
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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
- Account ID
Trigger
Instant
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- Message Flow ID
  Required
- Action ID
  Required
Trigger
Instant
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Tag Created
Triggers when a tag is created on ChatDaddy.
Trigger
Polling
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- 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

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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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