Crowdcast + Redtail CRM

Crowdcast + Redtail CRM integrations

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.

When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Register AttendeeRegisters an attendee for an event (sends an email with a link to your event).
ActionWrite

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More things you can do with Redtail CRM and Crowdcast

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

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
New CTA Button Click
Triggers when an attendee clicks a CTA button during your event.
Trigger
Instant
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New Missed Attendance
Triggers when your session ends and an attendee has not shown up live.
Trigger
Instant
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Watched Replay
Triggers when an attendee has watched a replay of your event.
Trigger
Instant
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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
New Event Registration
Triggers when an attendee registers for any of your events on Crowdcast.
Trigger
Instant
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New Live Attendance
Triggers when your session ended for an attendee has shown up live.
Trigger
Instant
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New Question Asked
Triggers when an attendee asks a question during your event.
Trigger
Instant
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- Email
  Required
- Event Code
  Required
- First Name
- Last Name
Action
Write

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.

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Webinars

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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CRM (Customer Relationship Management)

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