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Infinity + Redtail CRM

Infinity + Redtail CRM

Infinity + Redtail CRM integrations

Create Infinity items for new Redtail CRM contacts

Effortlessly manage your contacts and tasks with this Redtail CRM and Infinity integration. Whenever a new contact is created in Redtail CRM, an item will be added to your Infinity workspace, ensuring that your information stays organized and up-to-date. This streamlined workflow allows you to stay focused on nurturing relationships and accomplishing your goals without manual data entry.

When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Create a New ItemCreates a new item in a specific workspace, board and folder.
ActionWrite

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More things you can do with Redtail CRM and Infinity

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

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
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
- Workspace
  Required
- Board
  Required
- Folder
  Required
Trigger
Instant
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- Workspace
  Required
- Board
  Required
- Folder
- Attributes
Trigger
Instant
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- Workspace
  Required
Trigger
Polling
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- Workspace
  Required
- Board
  Required
- Folder
- Item to create the comment on
  Required
- Comment text
  Required
Action
Write
- Workspace to create an item in
  Required
- Board to create an item in
  Required
- Parent Folder
- Folder Name
  Required
Action
Write
- Workspace
  Required
- Name
Action
Search
- Workspace
  Required
- Board
  Required
- Folder
  Required
Action
Search

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
- Workspace
  Required
Trigger
Polling
Try It
- Workspace
  Required
- Board
  Required
Trigger
Polling
Try It
- Workspace
  Required
- Board
  Required
- Folder
Trigger
Instant
Try It
- Workspace
  Required
- File
  Required
Action
Write
- Workspace to create an item in
  Required
- Board to create an item in
  Required
- Folder to create an item in
  Required
Action
Write
- Workspace to update an item in
  Required
- Board to update an item in
  Required
- Folder to update an item in
  Required
- Item to update
  Required
Action
Write
- Workspace
  Required
- Board
  Required
- Name
Action
Search
- Workspace
  Required
- Name
  Required
Action
Search

About Infinity

Infinity is a flexible project management platform that lets you organize anything, your way.

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Related categories

Project Management

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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