Club OS + Redtail CRM

Club OS + Redtail CRM integrations

Create new Club OS prospects from newly created Redtail CRM contacts

Effortlessly streamline your customer onboarding process with this workflow that connects Redtail CRM and Club OS. When a new contact is created in Redtail CRM, it will instantly create a prospect in Club OS, ensuring your sales team always has up-to-date information. Say goodbye to manual data entries and save time while improving your lead management.

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

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More things you can do with Redtail CRM and Club OS

Discover other triggers and actions you can use with Redtail CRM and Club OS

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
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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
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Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
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
- Attendee ID
  Required
- Club ID
  Required
- Location ID
  Required
- Event Type ID
  Required
- Visit Type
- Start Time
  Required
- End Time
  Required
- Booking Source
- Subject
- Notes
Action
Write
- User Id
  Required
- Club Id
  Required
- Location Id
  Required
Action
Write
- First Name
- Last Name
- Email Address
- Mobile Phone
- Location ID
- Club Id
  Required
Action
Search
- Club ID
  Required
- Location ID
  Required
- First Name
  Required
- Last Name
  Required
- Email
- Mobile Phone
- Source
  Required
- Opt Out of Email
  Required
- Opt Out of Text
  Required
- Home Phone
- Work Phone
- Origin Name
- Gender
- Walk In?
- Interests
Action
Search or write

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
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Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
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Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
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
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
- User ID
  Required
- Note
  Required
- Note Type
  Required
- Created By
  Required
- Message Type
  Required
Action
Write
- Club ID
  Required
- Location ID
  Required
- Source
  Required
- First Name
  Required
- Last Name
  Required
- Email
- Opt Out of Email
  Required
- Mobile Phone
- Opt Out of Text
  Required
- Home Phone
- Work Phone
- Origin Name
- Gender
- Walk In?
- Interests
Action
Write
- User Id
  Required
- Club Id
  Required
- Location ID
  Required
Action
Write
- Club ID
- Location ID
- First Name
- Last Name
- Email Address
- Mobile Phone
Action
Search

About Club OS

The gym and studio management software you need to sell more memberships and keep more members.

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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.