Fello + Redtail CRM

Fello + Redtail CRM integrations

Create and update Fello Connect contacts from new Redtail CRM contacts

Effortlessly keep your Redtail CRM and Fello Connect contacts up to date with this seamless workflow. Whenever a new contact is created in Redtail CRM, their information is instantly added or updated in Fello Connect. This automation ensures accurate and consistent contact data across both platforms, saving you valuable time while improving your customer relations.

When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Add or Update ContactAdd or Update Contact from Fello Connect
ActionWrite

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More things you can do with Redtail CRM and Fello

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

Activity Created
Triggers when a new activity is created in your database.
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Instant
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Activity Updated
Triggers when an activity is updated in your database.
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Instant
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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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- 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
Contact Address Enriched
Triggers when a contact gets enriched with one or more properties.
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Instant
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Contact Updated
Triggers when a contact is updated by agent in Connect.
Trigger
Instant
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New Home Value View Event
Triggers when a contact views home value dashboard
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Instant
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New Tags Added to Contact
Triggers when a new tag is added for the contact
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Instant
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Activity Deleted
Triggers when an activity is deleted in your database.
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Instant
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Contact Created
Triggers when a new contact is created in your database.
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Instant
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Contact Updated
Triggers when an existing contact is updated in your database.
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Instant
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Opportunity Deleted
Triggers when an opportunity is deleted in your database.
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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
Contact DNC Verification Status Changed
Triggers when a contact's DNC verification status changes.
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Instant
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Contact Unsubscribed
Triggers when a contact unsubscribes from Fello emails
Trigger
Instant
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Felix AI Handoff
Triggers when Felix AI hands off a contact for agent follow-up.
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Instant
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Form Submission
Triggers when a form is submitted
Trigger
Instant
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- Email
  Required
- Full Name
- First Name
- Last Name
- Phone
- Street Address
- Apt/Unit number
- City
- State
- Zip
- Full Address
- Lead Type
- Tags
- Assigned Agent Name
- Assigned Agent Email
- Assigned Agent Id
- Record Status
- CRM Link
- CRM Name
- CRM Source
- CRM Stage
- CRM Created Date
- Additional Email 1
- Additional Email 2
- Additional Email 3
- Additional Email 4
Action
Write

About Fello

Fello is a marketing automation platform that helps you engage consumers, optimize outreach, and convert more opportunities using AI-driven insights.

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Related categories

Marketing Automation

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)

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