Clinchd + Redtail CRM

Clinchd + Redtail CRM integrations

Create deals in Clinchd for new contacts added to Redtail CRM

Effortlessly manage your sales process by connecting Redtail CRM and Clinchd with this seamless workflow. When a new contact is added in Redtail CRM, a deal is instantly created in Clinchd, streamlining your sales pipeline and making progress tracking easier than ever. Say goodbye to manual data entry and embrace an organized and efficient sales process.

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

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More things you can do with Redtail CRM and Clinchd

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

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
Try It
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
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
Contact Created
Triggers when a new contact is created
Trigger
Polling
Try It
- name
  Required
Action
Write
- name
  Required
- Sales Process
  Required
- Account
- Product
- Start Date
- Close Date
- Description
- Probability
- External ID
Action
Write
- name
  Required
Action
Write
- name
- Email
- Phone Number
Action
Search
- name
  Required
Action
Search
- Name
  Required
- Email
- Phone Number
- LinkedIn
- Twitter
- Notes
Action
Search or write
- name
  Required
Action
Search or 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 Created
Triggers when a new account is created
Trigger
Polling
Try It
Product Created
Triggers when a new product is created
Trigger
Polling
Try It
- Name
  Required
- Email
- Phone Number
- LinkedIn
- Twitter
- Notes
Action
Write
- notes
  Required
- Deal ID
  Required
Action
Write
- name
  Required
Action
Search
- External ID
  Required
Action
Search
- name
  Required
Action
Search or write
- External ID
  Required
- name
  Required
- Sales Process
  Required
- Account
- Product
- Start Date
- Close Date
- Description
- Probability
Action
Search or write

About Clinchd

Clinchd is a sales engagement platform that makes selling a team game with less admin and more clarity for all involved

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Related categories

Sales & CRM

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

Related categories

CRM (Customer Relationship Management)

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