Convoso + Redtail CRM

Convoso + Redtail CRM integrations

Update Convoso leads when new Redtail CRM activities are created

Keep your Convoso leads up to date with new activities from Redtail CRM with this handy automation. Whenever a new activity is created in Redtail CRM, this workflow will update the corresponding lead information in Convoso, ensuring your sales team is always working with the latest data. Save time and improve communication between your CRM and sales platform with this seamless integration.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Lead: UpdateThis is to update lead data in convoso
ActionWrite

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More things you can do with Redtail CRM and Convoso

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

Activity Created
Triggers when a new activity is created in your database.
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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.
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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
Email Template Event
Triggers when a new Convoso email template workflow event is created.
Trigger
Instant
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List Event
Triggers when a new convoso list workflow event is created.
Trigger
Instant
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- Phone Number
  Required
- Country Code
  Required
- Campaign ID
  Required
Action
Write
- Campaign ID
- Queue ID
- User ID
Action
Write
- Lead ID
  Required
- User ID
- Recipient
  Required
- Comments
- Callback Time Zone
  Required
- Callback Time
  Required
Action
Write
- Call Log ID
  Required
- Extra Field 01
- Extra Field 02
Action
Write
- Phone Number
  Required
- Phone Code
  Required
- Campaign ID
  Required
- Update Lead Status
- Lead Status
Action
Write
- Status
- Check for Duplicates
- Check for Duplicates in Archived Leads
- Check the DNC
- Check the Wireless List
- Hopper
- Hopper Priority
- Hopper Expires In
- BlueInk Digital Token
- Reject by Carrier Type
- Filter Phone Code
- Update if Found
- Search Campaign ID
- Search List ID
- Update Order by Last Called Time
- Lead ID
Action
Write
- Name
  Required
- Campaign ID
  Required
- Description
- Status
Action
Write
- Call Log ID ★
  Required
- Revenue
- Return
Action
Write
- Status
  Required
- Status Name
  Required
- Hex Color
- Final Option
- Reached Option
- Success Option
- DNC Option
- Callback Option
- Contact Option
- Voicemail Option
Action
Write
- Start Date
- End Date
- Campaign IDs
- List IDs
- User IDs
- Status IDs
Action
Search
- Lead ID
- Campaign ID
- Queue ID
- List ID
- User ID
- Call Type
- Called Count
- Status
- Phone Number
- First Name
- Last Name
- Start Time
- End Time
- Limit
- Offset
- Order
- Include Recordings
Action
Search
- DNC ID
- Campaign ID
- Phone Number
- Phone Code
- Insert Date
- Offset
- Limit
Action
Search
- Lead ID
- User ID
- Created At (Start Date)
- Created At (End Date)
- Last Call (Start Date)
- Last Call (End Date)
- Offset
- Return Count Limit
Action
Search
- Query
Action
Search
- User's Email, First Name, Last Name
- Offset
- Limit
Action
Search

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.
Trigger
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 .
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
Campaign Event
Triggers when a new convoso campaign workflow event is created.
Trigger
Instant
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Inbound Number Event
Triggers when a new Convoso Inbound Number workflow event is created.
Trigger
Instant
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Queue Event
Triggers when a new Convoso queue workflow event is created.
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Instant
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- User ID
  Required
Action
Write
- Callback ID
  Required
Action
Write
- Callback ID
  Required
- User ID
- Recipient
- Comments
- Callback Time Zone
- Callback Time
- Status
Action
Write
- Campaign ID
  Required
- Status
  Required
Action
Write
- Lead ID
  Required
Action
Write
- List ID
  Required
Action
Write
- List ID
  Required
- Name
- Campaign ID
- Status
Action
Write
- Status
  Required
- Status Name
  Required
- Hex Color
- Final Option
  Required
- Reached Option
  Required
- Success Option
  Required
- DNC Option
  Required
- Callback Option
  Required
- Contact Option
  Required
- Voicemail Option
  Required
Action
Write
- Lead ID
  Required
- User
- Status
Action
Write
- Campaign ID
- Comments
- Callback ID
- Lead ID
- List ID
- Recipient Type
- User ID
- Stage
- Offset
- Limit
- Start Date
- End Date
Action
Search
- Ignore this Field
Action
Search
- Lead ID
  Required
- Start Time
- End Time
- Offset
- Limit
Action
Search
- Status
  Required
- List ID
- Campaign ID
Action
Search
- User Email
  Required
- Start Date & Time
- End Date & Time
- Offset
- Limit
Action
Search

About Convoso

Convoso is a cloud-based call center software for sales and lead generation teams.

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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.

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Related categories

CRM (Customer Relationship Management)

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Update Convoso leads when Redtail CRM contacts are updated

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