GreenRope + Redtail CRM

Create Redtail CRM activities from new GreenRope crm activities

Effortlessly streamline your sales and support processes with this GreenRope and Redtail CRM integration. When a new activity is added in GreenRope, this workflow will create a corresponding activity in your Redtail CRM, ensuring your team stays up-to-date and can easily track customer interactions. Save time and boost productivity by automating your CRM data management.

When this happens...
New CRM Activity
Triggers when a new CRM activity is created.
TriggerScheduled
automatically do this!
Create Activity
Creates a new activity in your database.
ActionWrite

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Supported triggers and actions

What does this mean?

- Group
Trigger
Scheduled
Try It
- Group
Trigger
Scheduled
Try It
- Group
Trigger
Scheduled
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- Group
- Search Contacts
- Contact
Trigger
Scheduled
Try It
- Group
Trigger
Scheduled
Try It

- GroupRequired
- Company NameRequired
- Company Email
- Address
- City
- State
- Zip/Post Code
- Country
- Phone
- Website
- Parent Company
- Notes
Action
Write
- Contact EmailRequired
- Associate WithRequired
- Assigned ToRequired
- ActivityRequired
- Due Date/TimeRequired
- Completed Date/Time
- Notes
Action
Write

- Contact EmailRequired
- GroupRequired
- Sent Date
- Due Date
- DescriptionRequired
- Paid Date
- Payment Amount
- Line Item QuantityRequired
- Line Item SKU
- Line Item DescriptionRequired
- Line Item Unit CostRequired
- Line Item Event
Action
Write
- GroupRequired
- From NameRequired
- From EmailRequired
- SubjectRequired
- MessageRequired
- Delivery Date/TimeRequired
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
- SubjectRequired
- Start DateRequired
- End DateRequired
- All DayRequired
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- NameRequired
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- IDRequired
- 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

- GroupRequired
Trigger
Scheduled
Try It
- Group
- Search Contacts
- Contact
- Activity Types
Trigger
Scheduled
Try It
- Group
- Search Contacts
- Contact
Trigger
Scheduled
Try It
- Group
- Search Contacts
- Contact
- Closed Opportunities Only
Trigger
Scheduled
Try It
- Contact EmailRequired
- WorkflowRequired
- First Activity Starting
- Assigned To
- Connected To
- Associated With
Action
Write
- Group
- EmailRequired
- Firstname
- Lastname
- Phone
- Mobile
- Fax
- Address 1
- Address 2
- City
- State
- Zip
- Country
- Company
- Notes
- Title
- Gender
- Birthdate
- Website
- Hometown
- Height
- Weight
- Skills & Interests
- Bio
Action
Write
- GroupRequired
- Event TypeRequired
- Event LocationRequired
- Event TitleRequired
- Start Date/TimeRequired
- End Date/TimeRequired
- Public EventRequired
- Automatic Email RemindersRequired
- Event Fee
Action
Write
- Contact EmailRequired
- TitleRequired
- Managed ByRequired
- QualityRequired
- SourceRequired
- PhaseRequired
- Value
- Chance to WinRequired
- Close DateRequired
Action
Write
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 NameRequired
- Last NameRequired
- 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
- IDRequired
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- IDRequired
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write

About GreenRope

Small business marketing software providing powerful and easy to use CRM, email marketing, and social media integration.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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 more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

GreenRope + Redtail CRM

Create Redtail CRM activities from new GreenRope crm activities

New Broadcast

Group

New Contact

Group

New Event

Group

New Invoice Payment

Group

Search Contacts

Contact

New Ticket

Group

Create or Update Company

Company NameRequired

Company Email

Address

City

State

Zip/Post Code

Country

Phone

Website

Parent Company

Notes

Create CRM Activity

Contact EmailRequired

Associate WithRequired

Assigned ToRequired

ActivityRequired

Due Date/TimeRequired

Completed Date/Time

Notes

Create Invoice

Contact EmailRequired

GroupRequired

Sent Date

Due Date

DescriptionRequired

Paid Date

Payment Amount

Line Item QuantityRequired

Line Item SKU

Line Item DescriptionRequired

Line Item Unit CostRequired

Line Item Event

Queue Mail

GroupRequired

From NameRequired

From EmailRequired

SubjectRequired

MessageRequired

Delivery Date/TimeRequired

Activity Deleted

Contact Created

Contact Updated

Opportunity Deleted

Workflow Step Completed

Create Activity

SubjectRequired

Start DateRequired

End DateRequired

All DayRequired

Activity Type

Activity Category

Location

Description

Email Address

Priority

Importance

Create Opportunity

NameRequired

Description

Assigned To

Stage

Email Address