Delivra + Redtail CRM

Delivra + Redtail CRM integrations

Update Delivra contacts when Redtail CRM contacts are modified

Keep your contact information up-to-date across your CRM and email marketing platforms with this seamless automation. Whenever a contact is updated in Redtail CRM, this workflow will create or update the contact in Delivra, ensuring consistent data across your tools. Save time and reduce manual entry errors by streamlining your contact management process.

When this happens...
Contact UpdatedTriggers when an existing contact is updated in your database.
TriggerInstant
automatically do this!
Create/Update ContactCreates a new contact or updates an existing contact based on email address. Can be used to send a Welcome or Confirm Opt-In email.
ActionWrite

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More things you can do with Redtail CRM and Delivra

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

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.
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
- Category
Trigger
Polling
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New Contact
Triggers when a new contact is created.
Trigger
Polling
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New Unsubscribe
Triggers when contacts unsubscribe.
Trigger
Polling
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Updated Contact
Triggers when a contact gets updated.
Trigger
Polling
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- Contact Email Address or ID
  Required
Action
Write
- Contact Email Address or ID
  Required
- Category Name or ID
  Required
Action
Write
- Email Address
  Required
Action
Write
- Cart Token
  Required
- eCommerce Portal
  Required
- Product ID
- Product Sku
- Product Type
- Product Name
- Product Description
- Quantity
- Price
- Total Price
- Weight
- Fulfilled
- Product Image Url
- Color
- Size
- Product Url
Action
Write
- Email Address
  Required
- First Name
- Last Name
- Meeting ID
  Required
- Meeting Attendance ID
  Required
- Attendance Cost
- Attendance Status
- Attendance Confirmed
Action
Write
- External Order ID
  Required
- eCommerce Portal
  Required
- Product ID
- Product Sku
- Product Type
- Product Name
- Product Description
- Quantity
- Price
- Total Price
- Weight
- Fulfilled
- Product Image Url
- Color
- Size
- Product Url
Action
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
Try It
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
- Category
Trigger
Polling
Try It
New Abandoned Cart
Triggers when a new abandoned cart is created.
Trigger
Polling
Try It
New Order
Triggers when a new order is created.
Trigger
Polling
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Updated Abandoned Cart
Triggers when an abandoned cart gets updated.
Trigger
Polling
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Updated Order
Triggers when an Order is updated.
Trigger
Polling
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- Email Address
  Required
- Contact Status
- First Name
- Last Name
- Title
- Phone Number
- Company
- Birthday
- Lead Stage
- Address
- City
- State
- Zip
- Country
- Lead Source First Touch
- Lead Source Last Touch
- Lead Source Url
- Lead Source GCLID
- Lead Source FBCLID
- Lead Source Landing Url
Action
Write
- Email Address
  Required
Action
Write
- Email Address
  Required
- Cart Token
  Required
- eCommerce Portal
  Required
- Recovery Url
- Created Date
- Last Updated
- Cart Total
- Recovered Date
- Recovered Order ID
Action
Write
- Meeting ID
  Required
- Host ID
- Topic
- Start Time
- Duration
- Description
- Join Url
- Status
Action
Write
- Email Address
  Required
- External Order ID
  Required
- eCommerce Portal
  Required
- Order Number
- Customer ID
- Created Date
- Modified Date
- Completed Date
- Status ID
- Status Code
- IP Address
- User Agent
- Order Notes
- Customer Message
- Currency ID
- Currency Code
- Exchange Rate
- Items Total
- Sub Total
- Shipping
- Tax
- Discount
- Total
- Shipping Method
- Shipping Weight
- Payment Method
- Payment Method ID
- Payment Status
Action
Write

About Delivra

Delivra is a robust multi-channel marketing automation platform used to keep your prospects informed through their customer journey. With intuitive data management and easy personalization tools, we make it easy to acquire, manage, and nurture leads through that other crucial period – after they’re your customer!

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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.

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