Circle + Redtail CRM
Add new Circle members as Redtail CRM contacts with this workflow
Effortlessly maintain an up-to-date contact list in your Redtail CRM by adding new members from Circle. With this workflow, every time a new member joins your Circle community, a contact will be created in Redtail CRM, ensuring you have their information readily available. Streamline your community management and keep your CRM contacts organized with this easy-to-use automation.
Effortlessly maintain an up-to-date contact list in your Redtail CRM by adding new members from Circle. With this workflow, every time a new member joins your Circle community, a contact will be created in Redtail CRM, ensuring you have their information readily available. Streamline your community management and keep your CRM contacts organized with this easy-to-use automation.
- When this happens...
New Member AddedTriggers when a new member joins the community, or when a member is added by an admin with a password set.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Create ContactCreates a new contact in your database.
ActionWriteCreate a new record or update an existing record in your app.
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CommunityRequired
Space
Topic
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCommunityRequired
EventRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCommunityRequired
Course Space
Section
Lesson
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCommunityRequired
SpaceRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
Course Space
SectionRequired
NameRequired
Status
Body (HTML)
Comments Enabled
Featured Media Enabled
Featured Media Download Enabled
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
SpaceRequired
NameRequired
Description
Custom Slug
Start DateTimeRequired
DurationRequired
Location typeRequired
Virtual Location URL (Optional)
In Person Location (Optional)
Hide Location from Non-attendees
Disable RSVPs
Send Email Reminder
Send In-App Notification Reminder
Send Email Confirmation
Send In-App Notification Confirmation
Enable Custom Thank You Message
Confirmation Message Title
Confirmation Message Description
Confirmation Message Button Title
Confirmation Message Button Link
Meta Title
Meta Description
Opengraph Title
Opengraph Description
Opengraph Image
Hide Meta Info
Disable likes
Disable comments
Hide Attendees
Hide from featured areas
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Password
Name
CommunityRequired
Profile Image
Headline
Bio
Location
Website URL
Twitter URL
Facebook URL
Instagram URL
Linkedin URL
Add to Space(s)
Add to Space Group(s)
Add Member Tag(s)
Skip Invitation Email?
Is Flagged
Messaging Enabled By Admin
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
Space GroupRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
User EmailRequired
Message BodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
Member TagRequired
User EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
Member TagRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
Member IDRequired
Name
Profile Image
Headline
Bio
Location
Website URL
Twitter URL
Facebook URL
Instagram URL
Linkedin URL
Add to Space(s)
Add Member Tag(s)
Is Flagged
Messaging Enabled By Admin
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Member EmailRequired
Member TagRequired
CommunityRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMember EmailRequired
Space GroupRequired
CommunityRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
Activity Deleted
Triggers when an activity is deleted in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Created
Triggers when a new contact is created in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Updated
Triggers when an existing contact is updated in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SubjectRequired
Start DateRequired
End DateRequired
All DayRequired
Activity Type
Activity Category
Location
Description
Email Address
Priority
Importance
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Description
Assigned To
Stage
Email Address
Projected Revenue
Actual Revenue
Probability
Amount
Close Date
Opportunity Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
New Community
Triggers when a new community is created by the user.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCommunityRequired
Course Space
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCommunityRequired
Course Space
Section
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCommunityRequired
Space GroupRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
SpaceRequired
PostRequired
Member Email
Comment BodyRequired
Skip Notifications?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
Course SpaceRequired
NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
SpaceRequired
Topic Name
Topic Description
Pin to top
Comments Enabled
Liking Enabled
User Email
Custom HTML
Disable Truncation
Hide Meta Info
Meta Title
Meta Description
OpenGraph Title
OpenGraph Description
Skip Notifications
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
Course Space
Section
LessonRequired
Member EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
SpaceRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
EventRequired
Member emailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
Member EmailsRequired
Message BodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
EventRequired
Member emailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
SpaceRequired
EventRequired
Name
body
Custom Slug
Start DateTime
Duration
Location Type
Virtual Location URL (Optional)
In Person Location (Optional)
Disable RSVPs
Hide Location from Non-attendees
Send Email Reminder
Send In-App Notification Reminder
Send Email Confirmation
Send In-App Notification Confirmation
Enable Custom Thank You Message
Confirmation Message Title
Confirmation Message Description
Confirmation Message Button Title
Confirmation Message Button Link
Meta Title
Meta Description
Opengraph Title
Opengraph Description
Opengraph Image
Hide Meta Info
Disable likes
Disable comments
Hide Attendees
Hide from featured areas
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Community IdRequired
EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMember EmailRequired
SpaceRequired
CommunityRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appActivity Created
Triggers when a new activity is created in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Activity Updated
Triggers when an activity is updated in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Deleted
Triggers when a new contact is deleted in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Opportunity Created
Triggers when a new opportunity is created in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Opportunity Updated
Triggers when an opportunity is updated in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
Subject
Description
Activity Type
Activity Category
Start Date
End Date
All Day
Location
Priority
Importance
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
Name
Description
Assigned To
Stage
Email Address
Projected Revenue
Actual Revenue
Probability
Amount
Close Date
Opportunity Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Related categories
Similar apps
Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout 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.
Related categories
Similar apps
Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierRelated Zap Templates
- Add new Circle members to Redtail CRM as opportunities
- Add new Circle members and update Redtail CRM activities
- Create comments in Circle when new contacts are added in Redtail CRM
- Create Circle members when new Redtail CRM activities are added
- Create group chats in Circle for new contacts in Redtail CRM