Hello Audio + Redtail CRM

Hello Audio + Redtail CRM integrations

Update Hello Audio listener metadata when Redtail CRM contacts are modified

Effortlessly keep your contact information up-to-date in your Hello Audio listener metadata with this workflow. Whenever you update a contact in Redtail CRM, it triggers the Add/Edit Listener Metadata action in Hello Audio, ensuring your listener's details are always current. Save time and stay organized with this seamless integration between Redtail CRM and Hello Audio.

When this happens...
Contact UpdatedTriggers when an existing contact is updated in your database.
TriggerInstant
automatically do this!
Change Listener MetadataAdd first or last names, or tag the listener inside Hello Audio.
ActionWrite

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More things you can do with Redtail CRM and Hello Audio

Discover other triggers and actions you can use with Redtail CRM and Hello Audio

Activity Created
Triggers when a new activity is created in your database.
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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
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
- Feed
  Required
Trigger
Polling
Try It
- Feed Id
- Lower Limit
  Required
- Upper Limit
  Required
Trigger
Polling
Try It
- Feed
  Required
- Media URL
  Required
- Episode Title
- Published Status
- Episode Description
- Scheduled Publish Date (Date-Based feeds only)
- Drip Days (Drip feeds only)
- Drip Expiration (Drip Feeds Only)
- Season (Seasonal Feeds only)
- Explicit Content (Public Feeds Only)
- Limit to Listeners with Tag
Action
Write
- Feed ID
  Required
- Email
  Required
- Listener Status
- Start Date
- Re-activate Subscribe Page
Action
Write
- Feed ID
  Required
- Listener's Email Address
  Required
- Custom Email Message
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
- Feed
Trigger
Polling
Try It
- Feed
- Episode
Trigger
Polling
Try It
- Feed Id
  Required
- Number of Downloads
  Required
Trigger
Polling
Try It
- Feed
  Required
- Email
  Required
- Send Email?
  Required
- Email Content
Action
Write
- Email
  Required
- First Name
- Last Name
- Full Name
- Phone
- Add Tags
- Remove Tags
Action
Write

About Hello Audio

HelloAudio.fm is the audio host for digital marketers and course creators to reach their audience where they’re already listening.

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Related categories

Video & Audio

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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Update Hello Audio listeners when Redtail CRM contacts are modified

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