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Ghost + Redtail CRM

Ghost + Redtail CRM

Ghost + Redtail CRM integrations

Create Ghost members for new contacts in Redtail CRM

Easily manage your growing network by connecting your Redtail CRM and Ghost platform with this workflow. Whenever a new contact is created in Redtail CRM, it will add that contact as a member in Ghost for seamless data management. Streamline your contact management process while ensuring all your members are in sync.

  1. When this happens...
    Contact Created
    Contact Created
    Contact CreatedTriggers when a new contact is created in your database.
  2. automatically do this!
    Create Member
    Create Member
    Create MemberCreates a member (Only supported by Ghost 3.0.0 and later)
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More things you can do with Redtail CRM and Ghost

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

  • Redtail CRM triggers, actions, and search
    Activity Created

    Triggers when a new activity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search
    Activity Updated

    Triggers when an activity is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search
    Contact Deleted

    Triggers when a new contact is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search
    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
    Try It
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About Ghost
A professional creator platform for publishing content, sending newsletters, and running a subscription business.
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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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