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 CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Send Personalized VideoSend personalized video.
ActionWrite

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More things you can do with Redtail CRM and Hippo Video

Discover other triggers and actions you can use with Redtail CRM and Hippo Video

Activity Created
Triggers when a new activity is created in your database.
Trigger
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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- Linked To
Trigger
Polling
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Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
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Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
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- 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
- Keywords
- 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
- Search Instructions
- Search Start Date
  Required
- Search End Date
  Required
- Subject
- Contact ID
- Users
Action
Search
- Search Instructions
- Search Start Date
  Required
- Search End Date
  Required
- Subject
  Required
- Contact ID
- Users
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Search or write
Annotation Clicked
Triggers when ever a visitor clicks the annotation in a video.
Trigger
Instant
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Lead Generated
Triggers when ever a video generates a new lead.
Trigger
Instant
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Salespage Call to Action Clicked
Triggers when ever a visitor clicks the call to action in a salespage.
Trigger
Instant
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Video Render Completion
Triggers when ever a personalized video is generated
Trigger
Instant
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- Videos
  Required
- Email
  Required
- 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 URL
  Required
- Video Title
  Required
Action
Write

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
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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
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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
- Keywords
- 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
- Search Instructions
- Name
- Email
- Phone Number
Action
Search
- Search Instructions
- Name
- Email
- Phone Number
- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Keywords
- 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
Search or write
Call to Action Clicked
Triggers when ever a visitor clicks the call to action in a video.
Trigger
Instant
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Video Watched
Triggers whenever a visitor watches a video.
Trigger
Instant
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Video Email Opened
Triggers when ever a contact opens a video email.
Trigger
Instant
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- Email
  Required
- Assign To
- First Name
- Last Name
- Company Name
Action
Write
- Email
  Required
- Videos
  Required
- Sales pages
  Required
- Email Templates
  Required
- First Name
- Last Name
- Company Name
- Mobile Number
- Phone Number
- Country
- Title
- State
- Address
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.

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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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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