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Crowdcast + Redtail CRM

Create Crowdcast participants when new Redtail CRM contacts are added

Effortlessly connect your Redtail CRM and Crowdcast apps with this streamlined workflow. When a new contact is created in Redtail CRM, this automation will register them as a participant in your selected Crowdcast event, saving you time and ensuring seamless audience management. Stay organized and keep your contacts updated with ease by using this integration.

Effortlessly connect your Redtail CRM and Crowdcast apps with this streamlined workflow. When a new contact is created in Redtail CRM, this automation will register them as a participant in your selected Crowdcast event, saving you time and ensuring seamless audience management. Stay organized and keep your contacts updated with ease by using this integration.

  1. When this happens...
    Redtail CRMRedtail CRM
    Contact Created

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    CrowdcastCrowdcast
    Register Participant

    Registers a participant for an event (sends an email with a link to your event).

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Redtail CRM triggers, actions, and search

    Activity Created

    Triggers when a new activity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Updated

    Triggers when an activity is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Deleted

    Triggers when a new contact is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
    Try It
crowdcast logo
crowdcast logo

About Crowdcast

Crowdcast is a live video platform for hosting webinars, livestreams, workshops, interviews and online summits. Offering ticketing for paid live events, detailed analytics and integrations with CRM and marketing platforms.

Related categories

  • Webinars
redtailcrm logo
redtailcrm logo

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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