iDecide + Redtail CRM

iDecide + Redtail CRM integrations

Create new contacts in Redtail CRM when links are started in iDecide

Enhance your business operations by bridging iDecide and Redtail CRM seamlessly. When a Post-A-Link event starts in iDecide, this workflow springs into action by initiating a new contact in Redtail CRM. This automation saves you from time-consuming manual data entry, letting you focus more on fostering relationships. Harness this integration to fuel your customer service efficiency.

When this happens...
Post-A-Link iDecide StartedTriggers when a viewer starts watching a Post-A-Link iDecide.
TriggerInstant
automatically do this!
Create ContactCreates a new contact in your database.
ActionWrite

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More things you can do with iDecide and Redtail CRM

Discover other triggers and actions you can use with iDecide and Redtail CRM

- iDecide
  Required
Trigger
Instant
Try It
- Viewer's Name
  Required
- Viewer's Email Address
- Viewer's Phone Number
- Viewer's CRM-specific ID
- iDecide Presentation
  Required
Action
Write
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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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
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- 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

- iDecide
  Required
Trigger
Instant
Try It
- iDecide Presentation
  Required
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

About iDecide

iDecide is an interactive presentation tool. Create customized iDecide URLs, generate Post-A-Links, respond to events, and more.

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Related categories

Communication

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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