Ecwid by Lightspeed + Redtail CRM

Ecwid by Lightspeed + Redtail CRM integrations

Create new Ecwid by Lightspeed customers from Redtail CRM activities

Save time and streamline your customer management process with this efficient workflow. When a new activity is created in Redtail CRM, this automation will instantly create a new customer in your Ecwid by Lightspeed store, ensuring up-to-date information and seamless integration between both platforms. Say goodbye to manual data entry and hello to a more organized customer database.

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

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More things you can do with Redtail CRM and Ecwid by Lightspeed

Discover other triggers and actions you can use with Redtail CRM and Ecwid by Lightspeed

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
- Customer Email
- Agreed to receive email marketing
Trigger
Polling
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New Paid Order
Triggered when a new paid order is placed (with line item support).
Trigger
Polling
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New Product
Triggers when a new product is created.
Trigger
Polling
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- Customer's Email
  Required
- Customer's Password
- Customer group ID
- Customer's Name
Action
Write
- Email
  Required
- Payment Status
  Required
- Fulfilment Status
  Required
- Product Name
  Required
- Product Price
  Required
- Product Quantity
  Required
- Product SKU
- Product Weight
- Payment Method
- Total
- Tax
- Order Comments
- Shipping Rate
- Shipping Person Name
- Shipping Method Name
- Shipping Person Company Name
- Shipping Person Street
- Shipping Person City
- Shipping Person Country Code
- Shipping Person Postal Code
- Shipping Person State Code
- Shipping Person Phone
- Billing Person Name
- Billing Person Company Name
- Billing Person Street
- Billing Person City
- Billing Person Country Code
- Billing Person Postal Code
- Billing Person State Code
- Billing Person Phone
- Subtotal
- Payment Module
- customerTaxExempt
- customerTaxId
- customerTaxIdValid
- reversedTaxApplied
- IP Address
- Coupon Discount
- Referer Url
- Volume Discount
- Customer ID
- Hidden
- Membership Based Discount
- Total And Membership Based Discount
- Discount
- Global Referer
- Create Date
- Customer Group
- Tracking Number
- Payment Message
- External Transaction ID
- Affiliate ID
- Private Admin Notes
- Pickup Time
- Accept Marketing
- Disable All Customer Notifications
- External Fulfillment
- External Order ID
Action
Write
- Product ID
  Required
- SKU
- Name
- Quantity
- Unlimited
- Price
- Compare To Price
- Weight
- Enabled
- Description
Action
Write
- Keyword
- Name
- Email
- Group ID
- Minimum number of order a customer placed
- Maximum number of order a customer placed
- Accept Marketing
- Created From
- Created To
- Updated From
- Updated To
Action
Search
- Keyword
- SKU
- Product ID
- Enabled
Action
Search
- Keyword
- SKU Number
- Product ID
- Enabled
- Title
  Required
- Price
  Required
- Description
- Quantity
- Weight
- Unlimited
- Compare To Price
- Is Shipping Required
- Warning Limit
Action
Search or 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 Abandoned Cart
Triggered when a customer leaves an online store without making a purchase.
Trigger
Polling
Try It
- Payment Status
- Fulfillment Status
Trigger
Polling
Try It
- Payment Status
- Fulfillment Status
Trigger
Polling
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- Payment Status
- Fulfillment Status
Trigger
Polling
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- Coupon Name
  Required
- Coupon Code
  Required
- Discount
- Discount Type
- Status
- Launch Date
- Expiration Date
- Total Limit
- Uses Limit
- applicationLimit
- Order Count
- repeatCustomerOnly
- catalogLimitProducts
- catalogLimitCategories
Action
Write
- Title
  Required
- Price
  Required
- SKU Number
- Description
- Quantity
- Weight
- Enabled
- Unlimited
- Compare To Price
- Is Shipping Required
- Warning Limit
Action
Write
- Product ID
  Required
- Link on your image
  Required
Action
Write
- Keywords
- Order Number
- Vendor Order Number
- Email
- Customer ID
- Payment Status
- Fulfillment Status
- Accept Marketing
- Referer ID
- Product ID
- Coupon Code
- Total From
- Total To
- Created From
- Created To
- Updated From
- Updated To
- Payment Method
- Shipping Method
Action
Search
- Keyword
- Customer's Name
- Customer's Email
  Required
- Group ID
- Minimum number of order a customer placed
- Maximum number of order a customer placed
- Accept Marketing
- Created From
- Created To
- Updated From
- Updated To
- Customer's Password
- Customer group ID
Action
Search or write

About Ecwid by Lightspeed

Ecwid by Lightspeed is a cloud online store builder which lets you instantly launch an online store on any website, Facebook page, or multiple sites simultaneously.

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eCommerce

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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.

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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