DoorLoop + Redtail CRM

DoorLoop + Redtail CRM integrations

Create DoorLoop prospects from new Redtail CRM activities

Effortlessly manage your client interactions and streamline your real estate processes with this Redtail CRM to DoorLoop automation. Whenever a new activity is created in Redtail CRM, a prospect will be generated in DoorLoop. This workflow saves you time and increases efficiency while keeping your sales pipeline organized and updated.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Create ProspectCreates a Prospect
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Redtail CRM and DoorLoop

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

Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
Try It
Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
Try It
Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
Try It
Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
Try It
Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
Try It

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
- Number of days before
  Required
- Portfolio
- Property
- Owner
Trigger
Polling
Try It
- Property
- Portfolio
- Vendor
Trigger
Polling
Try It
- Portfolio
- Property
- Owner
- Lease
Trigger
Polling
Try It
- Property
- Portfolio
Trigger
Polling
Try It
- Portfolio
- Property
- Unit
- Assigned User
Trigger
Polling
Try It
- Portfolio
- Property
- Assigned User
- Type
  Required
Trigger
Polling
Try It
- Portfolio
- Property
- Owner
Trigger
Polling
Try It
- Portfolio
- Property
- Vendor
Trigger
Polling
Try It
- Number of days before Move-Out
  Required
- Portfolio
- Property
Trigger
Polling
Try It
- Type
- Property
Trigger
Polling
Try It
- Lease
  Required
- Date
  Required
- Account
  Required
- Description
- Amount
  Required
- Notes
- Reference
Action
Write
- First Name
  Required
- Last Name
  Required
- Company Name
- Notes
- Address - Street 1
- Address - Street 2
- Address - City
- Address - State
- Address - Zip
- Address - Country
- Phone type
- Number
- Email type
- Address
- Lead Source
- Minimum Bathrooms Wanted
- Minimum Bedrooms Requested
- Maximum Rent Requested
- Expected Move In Date
- Credit Score
- Monthy Income
- Campaign Source
- Campaign Medium
- Campaign Name
- Campaign Content
- Status
- Assigned to User
Action
Write
- First Name
- Last Name
- Company Name
- Notes
- Address - Street 1
- Address - Street 2
- Address - City
- Address - State
- Address - Zip
- Address - Country
- Email
- Type
- Number
- Properties
- Active
  Required
Action
Write
- Search Term
  Required
- Property
- Unit
- Tenant
Action
Search
- Lease
  Required
Action
Search
- Search term
  Required
- Property
- Unit
- Lease
Action
Search
- Search Term
  Required
Action
Search
- Search term
  Required
- Property
- Unit
- Lease
- First Name
  Required
- Last Name
  Required
- Company Name
- Notes
- Address - Street 1
- Address - Street 2
- Address - City
- Address - State
- Address - Zip
- Address - Country
- Phone type
- Number
- Email type
- Address
- Lead Source
- Minimum Bathrooms Wanted
- Minimum Bedrooms Requested
- Maximum Rent Requested
- Expected Move In Date
- Credit Score
- Monthy Income
- Campaign Source
- Campaign Medium
- Campaign Name
- Campaign Content
- Status
- Assigned to User
Action
Search or write

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
Try It
Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
Try It
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
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
- Property
- Portfolio
Trigger
Polling
Try It
- How many days before
  Required
- Portfolio
- Property
- Owner
Trigger
Polling
Try It
- Portfolio
- Property
- Owner
- Status
Trigger
Polling
Try It
- Portfolio
- Property
- Owner
- Payment Method
Trigger
Polling
Try It
- Portfolio
- Owner
- Class
Trigger
Polling
Try It
- Property
- Portfolio
- Payment Method
- Owner
- Lease
Trigger
Polling
Try It
- Number of days before Move-In
  Required
- Portfolio
- Property
Trigger
Polling
Try It
- Property
- Active
Trigger
Polling
Try It
- Days before Expiration
  Required
Trigger
Polling
Try It
- How many days Before
  Required
- Property
Trigger
Polling
Try It
- Date
  Required
- Reference #
- Payee Type
  Required
- Payee
  Required
- Pay From Account
  Required
- Payment Method
  Required
- Category
  Required
- Property
  Required
- Amount
  Required
- Category
- Property
- Amount
- Category
- Property
- Amount
Action
Write
- Lease
  Required
- Date
  Required
- Account
  Required
- Description
- Amount
  Required
- Notes
- Reference
Action
Write
- Subject
  Required
- Description
- Property
- Tenant
- Due Date
  Required
- Assigned to
- Priority
- Status
- type
  Required
Action
Write
- Search Term
  Required
Action
Search
- Lease
  Required
Action
Search
- Search Term
  Required
Action
Search
- Search Term
  Required
Action
Search
- Search Term
  Required
Action
Search

About DoorLoop

DoorLoop is a powerful software for managing all your properties. Market units, screen prospects, collect rent, handle bookkeeping, & more.

Learn moreLearn moreHelpHelp

Related categories

Productivity

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.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Create DoorLoop prospects from new Redtail CRM contacts

Related Zap Templates

Create DoorLoop prospects from new Redtail CRM contacts