Facebook Conversions + Redtail CRM

Facebook Conversions + Redtail CRM integrations

Create Facebook Conversions leads from new Redtail CRM contacts

Create new leads in Facebook Conversions effortlessly with this seamless workflow. Whenever a contact is created in Redtail CRM, this automation will send a lead event to the Facebook Conversions app, ensuring your lead information is always up-to-date and ready for targeted marketing. Save valuable time and improve your advertising strategy with this efficient process.

When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Send Lead EventPublish lead events to Conversions API
ActionWrite

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More things you can do with Redtail CRM and Facebook Conversions

Discover other triggers and actions you can use with Redtail CRM and Facebook Conversions

Activity Created
Triggers when a new activity is created in your database.
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Activity Updated
Triggers when an activity is updated in your database.
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Contact Deleted
Triggers when a new contact is deleted in your database.
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Instant
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Opportunity Created
Triggers when a new opportunity is created in your database.
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Opportunity Updated
Triggers when an opportunity is updated in your database.
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Instant
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Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
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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
Send Lead Event
Publish lead events to Conversions API
Action
Write
Send Purchase Event
Publish purchase events to Conversions API
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
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
Send Funnel Event
Publish lead updates from your funnel.
Action
Write
Send Other Event
Publish other events to Conversions API
Action
Write

About Facebook Conversions

Facebook’s Conversions lets you send information about important customer events to Facebook Server-Side API directly from your website’s server, CRM or other customer information databases. This information is useful to create powerful ads that yield better conversions.

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Related categories

Ads & Conversion

Facebook

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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Related Zap Templates

Share updates from Redtail CRM as funnel events to Facebook Conversions

Send funnel events to Facebook Conversions from Redtail CRM

Create Facebook Conversions purchase events for new Redtail CRM activities