Funnelytics + Redtail CRM

Funnelytics + Redtail CRM integrations

Update Funnelytics custom actions when Redtail CRM contacts are updated

Keep your marketing efforts up to date with this automation that connects Redtail CRM and Funnelytics. Whenever a contact is updated in Redtail CRM, this workflow will trigger a custom action in Funnelytics, ensuring your marketing strategies stay aligned with your CRM data. Save time and maintain consistency across your systems by streamlining this process with this efficient integration.

When this happens...
Contact UpdatedTriggers when an existing contact is updated in your database.
TriggerInstant
automatically do this!
Custom ActionTrack any kind of action that you want with the flexibility of the custom action
ActionWrite

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More things you can do with Redtail CRM and Funnelytics

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

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
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
- Funnelytics ID
- Email
- Entry date
  Required
- Deal ID
- Deal Label
- Deal Amount
  Required
- Customer Name
- Company name
- Key 1
- Value 1
- Key 2
- Value 2
- Key 3
- Value 3
Action
Write
- Transaction Type
- Email
- Funnelytics ID
- Entry date
  Required
- Checkout name
- Checkout Id
- Customer Name
- Company name
- Product SKU
  Required
- Product label
  Required
- Order Id
- Total value in cents
  Required
- Currency
  Required
- Key 1
- Value 1
- Key 2
- Value 2
- Key 3
- Value 3
Action
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
- Action name
  Required
- Email
- Funnelytics ID
- Entry Date
  Required
- Customer Name
- Company name
- Key 1
- Value 1
- Key 2
- Value 2
- Key 3
- Value 3
Action
Write
- Email
- Funnelytics ID
- Entry date
  Required
- Form name
- Form Id
- Customer Name
- Company name
- Key 1
- Value 1
- Key 2
- Value 2
- Key 3
- Value 3
Action
Write

About Funnelytics

Funnelytics is a visual customer journey analytics tool that lets you map your journey on a whiteboard and overlay data to see how it's actually performing.

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Related categories

Analytics

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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