DisputeFox + Redtail CRM

DisputeFox + Redtail CRM integrations

Create new DisputeFox leads from Redtail CRM activities

Effortlessly streamline your client management process with this Redtail CRM and DisputeFox workflow. When a new activity is created in Redtail CRM, a lead is simultaneously added to DisputeFox. Save time by reducing manual data entry and keep your lead information up-to-date between both platforms, enhancing the efficiency of your credit repair business.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Add New LeadAdd new lead directly.
ActionWrite

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More things you can do with Redtail CRM and DisputeFox

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

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
Try It
- 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
Affiliate Updated - Legacy
Trigger fire after updating new affiliate.
Trigger
Polling
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Client Updated - Legacy
Trigger fire after updating new client.
Trigger
Polling
Try It
Lead Updated - Legacy
Trigger fire after updating new lead.
Trigger
Polling
Try It
New Affiliate Added - Legacy
trigger fire after adding new affiliate.
Trigger
Polling
Try It
New Client Added - Legacy
trigger fire after adding new client.
Trigger
Polling
Try It
New Lead Added - Legacy
trigger fire after adding new Lead.
Trigger
Polling
Try It
New Task Added - Legacy
Triggers when new task added.
Trigger
Polling
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Task Updated - Legacy
Triggers when existing task updated.
Trigger
Polling
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- First Name
  Required
- Middle Name
- Last Name
  Required
- Email Address
  Required
- Cell Phone
- Home Phone
- Social Security Number
- Date Of Birth
- Current Address
- Current City
- Current State
- Current Zipcode
- Previous Address
- Previous City
- Previous State
- Previous Zipcode
- Credit Card Number
- Expiration (MM)
- Expiration (YYYY)
- Cvv
- Assigned To
- Sales Representative
- Status
- Folder
- Process
- Portal Access
- Setup Amount
- Monthly Amount
- Processing Issue
- Affiliate / Referral
- Monitoring Agency
- Username
- Password
- Secret Key
- Sticky Note
- Customer Type
Action
Write
- First Name
  Required
- Middle Name
- Last Name
  Required
- Email Address
  Required
- Cell Phone
- Home Phone
- Social Security Number
- Date Of Birth
- Current Address
- Current City
- Current State
- Current Zipcode
- Previous Address
- Previous City
- Previous State
- Previous Zipcode
- Credit Card Number
- Expiration (MM)
- Expiration (YYYY)
- Cvv
- Assigned To
- Sales Representative
- Status
- Folder
- Process
- Portal Access
- Setup Amount
- Monthly Amount
- Processing Issue
- Affiliate / Referral
- Monitoring Agency
- Username
- Password
- Secret Key
- Sticky Note
- Customer Type
Action
Write
- First Name
  Required
- Middle Name
- Last Name
  Required
- Email Address
  Required
- Cell Phone
- Home Phone
- Social Security Number
- Date Of Birth
- Current Address
- Current City
- Current State
- Current Zipcode
- Previous Address
- Previous City
- Previous State
- Previous Zipcode
- Credit Card Number
- Expiration (MM)
- Expiration (YYYY)
- Cvv
- Assigned To
- Sales Representative
- Status
- Folder
- Process
- Portal Access
- Setup Amount
- Monthly Amount
- Processing Issue
- Affiliate / Referral
- Monitoring Agency
- Username
- Password
- Secret Key
- Sticky Note
- Customer Type
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
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Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
Try It
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
Affiliate Updated
Trigger fire after updating new affiliate.
Trigger
Instant
Try It
Client Updated
Triggers when client updated.
Trigger
Instant
Try It
Lead Updated
Triggers when lead updated.
Trigger
Instant
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New Affiliate Added
trigger fire after adding new affiliate.
Trigger
Instant
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New Client Added
Triggers when new client added.
Trigger
Instant
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New Lead Added
Triggers when new lead added.
Trigger
Instant
Try It
New Task Added
Triggers when new task added.
Trigger
Instant
Try It
Task Updated
Triggers when existing task updated.
Trigger
Instant
Try It
- First Name
  Required
- Middle Name
- Last Name
  Required
- Email Address
  Required
- Cell Phone
- Home Phone
- Social Security Number
- Date of Birth
- Current Address
- Current City
- Current State
- Current Zipcode
- Previous Address
- Previous City
- Previous State
- Previous Zipcode
- Assigned To
- Sales Representative
- Status
- Folder
- Process
- Portal Access
- Setup Amount
- Monthly Amount
- Processing Issue
- Affiliate / Referral
- Monitoring Agency
- Username
- Password
- Secret Key
- Sticky Note
- Customer Type
Action
Write
- Event Begins At
  Required
- Attendee Email
  Required
- Event Assigned To
  Required
- Event Title / Subject
- Description
- Is this Complete?
Action
Write
- First Name
  Required
- Middle Name
- Last Name
  Required
- Email Address
  Required
- Cell Phone
- Home Phone
- Social Security Number
- Date Of Birth
- Current Address
- Current City
- Current State
- Current Zipcode
- Previous Address
- Previous City
- Previous State
- Previous Zipcode
- Credit Card Number
- Expiration (MM)
- Expiration (YYYY)
- Cvv
- Assigned To
- Sales Representative
- Status
- Folder
- Process
- Portal Access
- Setup Amount
- Monthly Amount
- Processing Issue
- Affiliate / Referral
- Monitoring Agency
- Username
- Password
- Secret Key
- Sticky Note
- Customer Type
Action
Write

About DisputeFox

DisputeFox was designed from the ground up to be the World's Most Advanced All-in-One Credit Dispute Software.

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CRM (Customer Relationship Management)

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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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