Genoo + Redtail CRM

Genoo + Redtail CRM integrations

Create Genoo leads from new Redtail CRM contacts

Effortlessly manage your leads by connecting Redtail CRM and Genoo. With this workflow, whenever a new contact is created in Redtail CRM, a lead will be generated in Genoo, keeping both platforms up-to-date without any manual intervention. Streamline your sales process and ensure no opportunities are missed, all while saving time and increasing efficiency.

When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Create LeadAdd or update Lead Record within your Genoo account.
ActionWrite

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More things you can do with Redtail CRM and Genoo

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

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 Marketing Qualified Lead
Get New Marketing Qualified Leads.
Trigger
Polling
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New Won Opportunity
Will retreive recent Won Opportunities.
Trigger
Polling
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- Select Genoo Email
  Required
- Send Now?
  Required
- Email Address
  Required
Action
Write
- Order Number
  Required
- Order Status
  Required
- Customer Email
  Required
- Line Item Quantity
- Line Item Total Price
- Line Item Variant Title
- Line Item Variant Info
- Line Item Product ID
- Line Item Unit Price
- Total Price
- Shipping Amount
- Shipping Weight
- Tax Amount
- Subtotal Price
- Order Date
- Order Note
- Financial Status
- Fulfillment Status
- Billing Address Street 1
- Billing Address Street 2
- Billing Address City
- Billing Address Company
- Billing Address State
- Billing Address Province
- Billing Address Postal Code
- Billing Address Country
- Shipping Address Street 1
- Shipping Address Street 2
- Shipping Address City
- Shipping Address Company
- Shipping Address State
- Shipping Address Province
- Shipping Address Postal Code
- Shipping Address Country
- Customer First Name
- Customer Last Name
Action
Write
- Webinar
  Required
- Attendee Email Address
  Required
- Attended Live
  Required
- Time on Live Room
- Watched Replay
- Time on the Replay
- Activity Points
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
- LeadType
  Required
Trigger
Polling
Try It
New Opportunity
Pull New Opportunities from Your Genoo Account.
Trigger
Polling
Try It
- Select Nurturing Sequence
  Required
- Assign Only if Higher Level
  Required
- Email Address
  Required
Action
Write
- Lead Type
  Required
- Append Multi-Value Fields?
  Required
Action
Write
- Lead's Email
  Required
- Email of Who Is Mtg With Lead
  Required
- Activity Name
  Required
- Activity Type
  Required
- Activity Start Date & Time
  Required
- Activity End Date & Time
- Activity Description
Action
Write

About Genoo

Marketing Automation and Online Marketing Tools for small and midsized organizations. Includes comprehensive lead database, activity tracking and scoring, email marketing, and lead nurturing. Also contains integrated CRM for small sales teams.

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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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