InfluencerSoft + Redtail CRM

InfluencerSoft + Redtail CRM integrations

Create and update InfluencerSoft leads from new Redtail CRM activities

Effortlessly manage your leads with this time-saving workflow. When a new activity is created in Redtail CRM, it will automatically update or add the lead in InfluencerSoft, seamlessly integrating your CRM data with your marketing platform. Stay organized and on top of your leads while reducing manual data entry and potential errors.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Add/Update LeadAdd a new lead to a list of your choosing. Can be used to update an existing lead too.
ActionWrite

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More things you can do with Redtail CRM and InfluencerSoft

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

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
New Lead
Triggers when a new lead is created.
Trigger
Instant
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New Purchase
Triggers when a product is purchased.
Trigger
Instant
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- Add to List
- Remove from list
- Add tag
- Remove tag
- Lead email
- Lead first name
- Lead last name
- Lead middle name
- Lead phone
- Lead billing address 1
- Lead billing address 2
- Lead billing city
- Lead billing state
- Lead billing zip
- Lead billing country code
- Lead shipping address 1
- Lead shipping address 2
- Lead shipping city
- Lead shipping state
- Lead shipping zip
- Lead shipping country code
- Lead points
- Lead timezone (utc)
- Lead description
- Lead personal manager
- Lead Facebook
- Lead Instagram
- Lead WhatsApp
- Lead LinkedIn
- Lead Telegram
- Lead Viber
- Lead Vkontakte
- Utm_medium
- Utm_source
- Utm_campaign
- Utm_content
- Utm_term
Action
Write
- List
  Required
- Lead email
  Required
Action
Write
- Lead email
  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
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
Added to List
Triggers when a lead is added to any list.
Trigger
Instant
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New Order
Triggers when a new order is created.
Trigger
Instant
Try It
- Lead tag
  Required
- Lead email
  Required
Action
Write
- Customer Email
  Required
- Product Name
  Required
- Product Price
- Coupon
- Customer VAT ID
- Order Created at
- Order Paid at
- Order Status
- Order Сonfirmed
- Payment method
- Order IP
- Order Tag
- Note
- Order Sales Manager
- Affiliate
- Utm_medium
- Utm_source
- Utm_campaign
- Utm_content
- Utm_term
- Customer First Name
- Customer Last Name
- Customer Middle Name
- Customer Phone
- Customer billing address 1
- Customer billing address 2
- Customer billing city
- Customer billing state
- Customer billing zip
- Customer billing country code
- Customer shipping / Name
- Customer shipping / Phone
- Customer shipping address 1
- Customer shipping address 2
- Customer shipping city
- Customer shipping state
- Customer shipping zip
- Customer shipping country code
Action
Write
- Lead tag
  Required
- Lead email
  Required
Action
Write

About InfluencerSoft

InfluencerSoft is a platform for selling digital products & courses online.

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Related categories

Education

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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