Google Ads + Redtail CRM

Google Ads + Redtail CRM integrations

Create customer lists in Google Ads when new activities are added in Redtail CRM

Effortlessly streamline your customer outreach by connecting Redtail CRM to Google Ads. With this workflow, each time a new activity is created in Redtail CRM, a customer list will be generated in Google Ads. This seamless process helps you save time and ensures your advertising efforts are always up-to-date with your CRM data.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Create Customer ListCreates a customer list in Google Ads Audience Manager.
ActionWrite

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More things you can do with Redtail CRM and Google Ads

Discover other triggers and actions you can use with Redtail CRM and Google Ads

Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
Try It
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
- Use Google Ads as...
  Required
- Managed Account
- Lead Form
  Required
- Conversions Information
Trigger
Polling
Try It
- Use Google Ads as...
  Required
- Managed Account
- Customer List
  Required
- Customer identifier
  Required
- Consent for ad User Data
- Consent for ad personalization
- Terms of service
Action
Write
- Use Google Ads as...
  Required
- Managed Account
- Resource
  Required
- Dates to Include
  Required
- Limit
Action
Write
- Double_opt_message
- Use Google Ads as...
  Required
- Managed Account
- Multiple_identifier_note
- Conversion User Identifier Source
  Required
- Conversion Action
  Required
- Timestamp
  Required
- Value
- Currency
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Use Google As...
  Required
Action
Search
- Use Google Ads as...
  Required
- Name
  Required
- Description
- Message
Action
Search or 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
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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
- Use Google Ads as...
  Required
Trigger
Polling
Try It
- Use Google Ads as...
  Required
- Managed Account
- Customer List
  Required
- Email address
  Required
- Consent for ad User Data
- Consent for ad personalization
- Terms of service
Action
Write
- Use Google Ads as...
  Required
- Name
  Required
- Description
- Message
Action
Write
- Use Google Ads as...
  Required
- Managed Account
- Customer List
  Required
- Customer_identifier
  Required
- Message
Action
Write
- Use Google Ads as...
  Required
- Status
  Required
Action
Write
- Use Google As...
  Required
Action
Search
- Use Google Ads as...
  Required
- Name
  Required
Action
Search

About Google Ads

Google Ads (formerly Google AdWords) is an online advertising platform developed by Google, where advertisers pay to display brief advertisements, service offerings, product listings, video content, and generate mobile application installs within the Google ad network to web users.

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Related categories

Ads & Conversion

Google

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Facebook Lead Ads

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AdRoll

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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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Related categories

CRM (Customer Relationship Management)

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Add new Redtail CRM contacts to Google Ads customer list