Clientjoy + Redtail CRM

Clientjoy + Redtail CRM integrations

Create leads in Clientjoy from new contacts in Redtail CRM

Effortlessly streamline the process of adding new contacts to Redtail CRM and creating leads in Clientjoy with this seamless workflow. Once set up, each time a new contact is created in Redtail CRM, a lead will be generated in Clientjoy, helping you stay organized and save time. Enhance productivity and ensure consistent lead management across your CRM and Clientjoy.

When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Create LeadCreate a new Lead in your Clientjoy's Sales Pipeline.
ActionWrite

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More things you can do with Redtail CRM and Clientjoy

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

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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Opportunity Created
Triggers when a new opportunity is created in your database.
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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
- Workspace
  Required
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Instant
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- In which workspace you need to add the Customer?
  Required
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- In which workspace you need to add the Lead?
  Required
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Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
- Email id of Proposal's receiver (optional)
- Clientjoy ID of Proposal
Action
Write
- Clientjoy Workspace
  Required
- Client's full name
  Required
- Client's Company
- Client's email address
  Required
- Client's phone number
- Client's Title or Designation
- Company's VAT number
- Choose Currency
  Required
- Choose Client's Owner
  Required
- Client Website
- Choose Tags
- Add a Note
- Billing Address
- Billing City
- Billing State
- Billing Country
- Billing Zip
- Shipping Address
- Shipping City
- Shipping State
- Shipping Country
- Shipping Zip
Action
Write
- Workspace in Clientjoy
  Required
- Lead's name
  Required
- Lead's Email address
- Lead's Phone number
- Lead's Title or Designation
- Lead's Company name
- Lead's Website or Link
- Deal Size
- Choose Currency for Deal Size
  Required
- Conversion Probablity (1-100)
- Last Contact Date
- Sales Stage in Pipeline
  Required
- Source
- Choose Lead Owner
  Required
- Privacy
  Required
- Tags
- Note
- Address
- City
- State
- Country
- Zip
Action
Write
- Workspace
  Required
- Customer Id
  Required
- Name
- Email
- Title
- Phone
- Company
- VAT Number
- Currency
  Required
- Owner
  Required
- Website
- Billing Address
- Billing City
- Billing State
- Billing Country
- Billing Zip
- Shipping Address
- Shipping City
- Shipping State
- Shipping Country
- Shipping Zip
- Tags
- Note
Action
Write
- Workspace
  Required
- Field To Search By
  Required
Action
Search
- Choose the workspace
  Required
- Team member's email or Full name
  Required
Action
Search
- Workspace in Clientjoy
  Required
- Field To Search By
  Required
- Lead's name
  Required
- Lead's Email address
- Lead's Phone number
- Lead's Title or Designation
- Lead's Company name
- Lead's Website or Link
- Deal Size
- Choose Currency for Deal Size
  Required
- Conversion Probablity (1-100)
- Last Contact Date
- Sales Stage in Pipeline
  Required
- Source
- Choose Lead Owner
  Required
- Privacy
  Required
- Tags
- Note
- Address
- City
- State
- Country
- Zip
Action
Search or 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.
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Instant
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Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
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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
- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
- Stage
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Choose Workspace
  Required
- Lead Email (optional)
- Lead Id (optional)
Action
Write
- Choose Workspace
  Required
- Choose Activity Type
  Required
- Activity Name
- Guests
- Starts At
  Required
- Ends At
  Required
- Color
- Link to Lead/Customer
- Internal Note
- Description
- Location
- Mark As Done
- Send Invites
Action
Write
- Choose Workspace
  Required
- Recipient Name
  Required
- Recipient's Email address
  Required
- Invoice date
- Due date
- Choose Item (Product or Service that you are offering)
- Item Description
- Unit
- Quantity
- Rate
- Tax
- Adjustments
- Discount Type (Number / Percent)
  Required
- Discount value
- When to apply discount?
  Required
- Is this a recurring Invoice?
  Required
- Choose Payment method
- Client note
- Terms and conditions
- Invoice Color
Action
Write
- Choose Workspace
  Required
- Please choose whether Proposal is for a Lead or Customer
  Required
- Recipient Name
  Required
- Recipient Email
  Required
- Name of the Proposal or Title
  Required
- Proposal expiry date
- Choose your custom proposal template
- Choose from Clientjoy's inbuilt templates
- Choose Item (Product or Service that you are offering)
- Item Description
- Unit (e.g. hours, months, etc.)
- Quantity
- Item Rate
- Choose Tax
- Want to apply discount?
- Choose True if you want to send the proposal automatically to the receiver.
Action
Write
- Workspace
  Required
- Lead Id
  Required
- Name
- Email
- Phone
- Company
- Title
- Stage
  Required
- Source
  Required
- Owner
  Required
- Currency
  Required
- Deal size
- Conversion Probablity
- Website
- Privacy
  Required
- Last Contact
- Address
- City
- State
- Country
- Zip
- Tags
- Note
Action
Write
- Choose Workspace
  Required
- Field To Search By
  Required
Action
Search
- Clientjoy Workspace
  Required
- Field To Search By
  Required
- Client's full name
  Required
- Client's Company
- Client's email address
  Required
- Client's phone number
- Client's Title or Designation
- Company's VAT number
- Choose Currency
  Required
- Choose Client's Owner
  Required
- Client Website
- Choose Tags
- Add a Note
- Billing Address
- Billing City
- Billing State
- Billing Country
- Billing Zip
- Shipping Address
- Shipping City
- Shipping State
- Shipping Country
- Shipping Zip
Action
Search or write

About Clientjoy

Clientjoy is Client Life-Cycle Management Software for Modern Agencies that helps you manage Leads, Proposals, Clients, Invoicing and Revenues under a single roof.

HelpHelp

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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.