Influitive + Redtail CRM

Influitive + Redtail CRM integrations

Log custom events in Influitive for updated contacts in Redtail CRM

Keep your Redtail CRM contacts up-to-date in your Influitive events with this seamless integration. Whenever a contact is updated in Redtail CRM, this workflow will instantly log a custom event in your Influitive app. Streamline your CRM and advocacy marketing efforts by automating these connections, ensuring your advocates always have the most current information.

When this happens...
Contact UpdatedTriggers when an existing contact is updated in your database.
TriggerInstant
automatically do this!
Log Custom EventLogs a custom event
ActionWrite

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More things you can do with Redtail CRM and Influitive

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

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
- Event API Code
  Required
Trigger
Polling
Try It
Reward Redeemed
Triggers when a reward is redeemed in your AdvocateHub.
Trigger
Polling
Try It
- Referral ID
  Required
- Milestone API Code
  Required
Action
Write
- Email
  Required
- Points
- API Code
  Required
- Stage Code
Action
Write
- Email
  Required
Action
Write
- Referral ID
  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
Community Topic Posted
Triggers when a new topic has been posted in Discussions.
Trigger
Polling
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Member Joined
Triggers when a new Advocate joins your AdvocateHub.
Trigger
Polling
Try It
Referral Submitted
Triggers when a Referral is submitted.
Trigger
Polling
Try It
- Email
  Required
- Name
  Required
- Title
- Company
- Source
  Required
- Salesforce Contact ID
Action
Write
- UUID
  Required
Action
Write
- UUID or ID
  Required
Action
Search

About Influitive

Influitive is an app that helps you motivate and mobilize your most valued customers and advocates. Give your advocates challenges so they can help your business. Track their progress, and reward them for their efforts.

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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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Zapier Forms

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