Dux-Soup + Redtail CRM

Dux-Soup + Redtail CRM integrations

Create Dux-Soup profiles when new Redtail CRM activities are added

Enhance your lead management process with this seamless workflow between Redtail CRM and Dux-Soup. Whenever a new activity is created in Redtail CRM, this automation will generate a Connect Profile in Dux-Soup, helping you stay organized and focused on building strong relationships with your leads. Save time and increase efficiency in your sales and marketing efforts with this powerful integration.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Connect ProfileAdd a Connection Request action to the activity queue.
ActionWrite

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More things you can do with Redtail CRM and Dux-Soup

Discover other triggers and actions you can use with Redtail CRM and Dux-Soup

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 LinkedIn Connection Event
Trigger when a connection has been added.
Trigger
Instant
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- Filter
Trigger
Instant
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- Profile URL to disconnect
  Required
- Delay the action at least until
- Force the action, ignoring all exclusion rules
Action
Write
- Profile URL to enroll
  Required
- Target Campaign
- Delay the action at least until
- Force the action, ignoring all exclusion rules
Action
Write
- Target Profile URL (Sales Nav only)
  Required
- Message subject to use
  Required
- Message template to use
  Required
- Include in Campaign
- Delay the action at least until
- Force the action, ignoring all exclusion rules
Action
Write
- Profile URL to save as lead (SalesNav only)
  Required
- Delay the action at least until
- Force the action, ignoring all exclusion rules
Action
Write
- Profile URL to tag
  Required
- Tags to apply (comma separated)
  Required
- Delay the action at least until
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
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Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
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- 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 Dux-Soup Action Event
Trigger when a queued action executes.
Trigger
Instant
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New LinkedIn Message Event
Trigger when a new message is received.
Trigger
Instant
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- Profile URL to connect
  Required
- Message template to use
- Delay the action at least until
- Force the action, ignoring all exclusion rules
Action
Write
- Profile URL to endorse (regular LI)
  Required
- Top (+) or bottom (-) # skills to endorse, max 5, defaults to 1
- Delay the action at least until
- Force the action, ignoring all exclusion rules
Action
Write
- Profile URL to follow (regular LI)
  Required
- Delay the action at least until
- Force the action, ignoring all exclusion rules
Action
Write
- Profile URL to message
  Required
- Message template to use
  Required
- Include in Campaign
- Delay the action at least until
- Force the action, ignoring all exclusion rules
Action
Write
- Profile URL to save (regular LI)
  Required
- Delay the action at least until
- Force the action, ignoring all exclusion rules
Action
Write
- Profile URL to visit
  Required
- Delay the action at least until
Action
Write

About Dux-Soup

Dux-Soup is LinkedIn automation software to find leads and engage with prospects.

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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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Related categories

CRM (Customer Relationship Management)

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