Hippo Video + Redtail CRM

Create personalized videos in Hippo Video for new contacts in Redtail CRM

Create a seamless client experience by integrating Redtail CRM and Hippo Video with this automation workflow. When a new contact is added in Redtail CRM, this workflow sends them a personalized video through Hippo Video, making it easier to engage with clients and leave a lasting impression. Strengthen your client relationships and stand out from the competition with this efficient and powerful combination.

When this happens...
Contact Created
Triggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Send Personalized Video
Send personalized video.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

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
Call to Action Clicked
Triggers when ever a visitor clicks the call to action in a video.
Trigger
Instant
Try It
Video Watched
Triggers whenever a visitor watches a video.
Trigger
Instant
Try It
Video Email Opened
Triggers when ever a contact opens a video email.
Trigger
Instant
Try It
- EmailRequired
- Assign To
- First Name
- Last Name
- Company Name
Action
Write
- EmailRequired
- VideosRequired
- Sales pagesRequired
- Email TemplatesRequired
- First Name
- Last Name
- Company Name
- Mobile Number
- Phone Number
- Country
- Title
- State
- Address
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
Annotation Clicked
Triggers when ever a visitor clicks the annotation in a video.
Trigger
Instant
Try It
Lead Generated
Triggers when ever a video generates a new lead.
Trigger
Instant
Try It
Salespage Call to Action Clicked
Triggers when ever a visitor clicks the call to action in a salespage.
Trigger
Instant
Try It
Video Render Completion
Triggers when ever a personalized video is generated
Trigger
Instant
Try It
- VideosRequired
- EmailRequired
- First Name
- Last Name
- Company Name
- Mobile Number
- Phone Number
- Country
- Title
- State
- Address
- Humanize script
- Hippovideo token for background video
- Website URL
Action
Write
- Video Upload URLRequired
- Video TitleRequired
Action
Write

About Hippo Video

Hippo Video is an Interactive Video CX platform that enables sales reps create & share personalized videos at scale to increase engagement.

Related categories

Sales & CRM

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

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

Hippo Video + Redtail CRM

Create personalized videos in Hippo Video for new contacts in Redtail CRM

Supported triggers and actions

Activity Created

Activity Updated

Contact Deleted

Opportunity Created

Opportunity Updated

Workflow Step Task Completed

Create Contact

Update Activity

Update Opportunity

Call to Action Clicked

Video Watched

Video Email Opened

Create Contact

Send Personalized Video

Activity Deleted

Contact Created

Contact Updated

Opportunity Deleted

Workflow Step Completed

Create Activity

Create Opportunity

Update Contact

Annotation Clicked

Lead Generated

Salespage Call to Action Clicked

Video Render Completion

Send Video Personalization Request

Upload Video

About Hippo Video

Related categories

About Redtail CRM

Related categories

Similar apps

Zapier Forms