Keap + Redtail CRM

Create or update Keap contacts when new contacts are created in Redtail CRM

Easily maintain up-to-date contact information in Keap with this seamless workflow between Redtail CRM and Keap. When a new contact is created in Redtail CRM, their details will be automatically added or updated in your Keap database. This streamlines contact management, ensuring consistency between platforms and saving you valuable time.

When this happens...
Contact Created
Triggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Create or Update Contact
Creates a new contact or updates an existing contact.
ActionWrite

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Supported triggers and actions

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 NameRequired
- Last NameRequired
- 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

- IDRequired
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- IDRequired
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
New Affiliate
For Ulimate users, triggers when a new affiliate is added.
Trigger
Polling
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- Company events this trigger will listen to:Required
Trigger
Instant
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- Invoice events this trigger will listen to:Required
Trigger
Instant
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- Opportunity events this trigger will listen to:Required
- RandomRequired
Trigger
Instant
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- Subscription events this trigger will listen to:Required
Trigger
Instant
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- Tag events this trigger will listen to:Required
- Tag (for use with "Tag Applied to Contact" event only)
Trigger
Instant
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New Credit Card Charge - Merchant Only
Triggers when a new credit card charge is made. (Merchant Only).
Trigger
Instant
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New Manual Payment – (Cash, Check)
Triggers when a New Manual Payment is added. (Cash or Check).
Trigger
Instant
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- Contact Tag Sync Interval
- Tag
Trigger
Instant
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New Refund
Triggers when a new refund is created.
Trigger
Polling
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Opportunity Stage Moved
Triggers when an opportunity stage is moved.
Trigger
Instant
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- Company NameRequired
- Country Code (e.g., "USA")
- Address Line 1
- Address Line 2
- Locality
- Region (e.g., "US-CA")
- Zip Code
- Zip Four
- Phone Number
- Phone Ext
- Notes
- Email Address
- Fax Number
- Website
Action
Write
- Contact IdRequired
- BodyRequired
- Title
- Type
- User Id
Action
Write
- Invoice IDRequired
- Product
- Product QuanityRequired
- Price Override
Action
Write
- UserRequired
- ContactsRequired
- SubjectRequired
- HTML Content
- Plain Text Content
- Email Address Field
- Attachments
Action
Write
- Company IDRequired
- Company Name
- Email Address
- Website
- Notes
- Opt-In
- Address Country Code
- Address Street (Line 1)
- Address Street (Line 2)
- Address City
- Address State
- Address Zip Code
- Address Zip Four
- Phone Number
- Phone Extension
- Phone Type
- Phone Number
- Phone Extension
- Phone Type
Action
Write
- FieldRequired
- ValueRequired
Action
Search
- Invoice IDRequired
Action
Search
- Company NameRequired
- Country Code (e.g., "USA")
- Address Line 1
- Address Line 2
- Locality
- Region (e.g., "US-CA")
- Zip Code
- Zip Four
- Phone Number
- Phone Ext
- Notes
- Email Address
- Fax Number
- Website
Action
Search or write

Activity Deleted
Triggers when an activity is deleted in your database.
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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 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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- SubjectRequired
- Start DateRequired
- End DateRequired
- All DayRequired
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- NameRequired
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- IDRequired
- 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
New Action Sequence
Triggers when a new Action Sequence is added.
Trigger
Polling
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- Appointment Trigger Requirement
- Appointment events this trigger will listen to:Required
Trigger
Instant
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New Contact
Triggers when a new contact is created.
Trigger
Instant
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- Note events this trigger will listen to:Required
Trigger
Instant
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- Product events this trigger will listen to:Required
Trigger
Instant
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New Subscription Plan
Triggers when a new Subscription Plan is added.
Trigger
Polling
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- Task events this trigger will listen to:Required
Trigger
Instant
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New Invoice
Triggers when a new invoice is created. This will trigger the moment the invoice is created, before any details are added.
Trigger
Instant
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New Payment (All Payment Type)
Triggers when any payment is made regardless of the payment type. Credit Card Payments, Cash Payments, and Check Payments.
Trigger
Instant
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New Assigned Task
Triggers when a new task is created. Please note: only tasks assigned to the authenticated user may be retrieved through this trigger. Use the New Task Event trigger to retrieve all tasks.
Trigger
Instant
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Updated Contact
Triggers when an existing contact is updated.
Trigger
Instant
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- Product NameRequired
- Active
- Product Description
- Product Price
- Product Short Description
- SKU
- Subscription Only
Action
Write
- Contact IDRequired
- Lead Affiliate Id
- Order DateRequired
- Product IdRequired
- Product QuantityRequired
- Price Override
- Order TitleRequired
- Order TypeRequired
- Promo Codes
- Sales Affiliate Id
- Company
- Country Code (e.g., USA)
- First Name
- Is Invoice to Company
- Last Name
- Address Line 1
- Address Line 2
- Locality
- Middle Name
- Phone
- Region (e.g., US-CA)
- Zip Code
- Zip Four
Action
Write
- Contact Id
- Due DateRequired
- TitleRequired
- User Id
- Description
Action
Write
- ContactRequired
- TagsRequired
Action
Write
- ContactRequired
- TagsRequired
Action
Write
- Email or Phone Required
- Check for Duplicates UsingRequired
- Email Address 1
- Opt In
- Last Name
- First Name
- Tag IDs
- Anniversary Date (format: YYYY-MM-DD)
- Birth Date (format: YYYY-MM-DD)
- Company Name
- Company ID
- Contact Type
- Job Title
- Lead Source ID
- Middle Name
- Origin IP Address
- Owner ID
- Preferred Locale
- Preferred Name
- Prefix
- Source Type
- Spouse Name
- Suffix
- Time Zone
- Website
- Keap Source ID
- UTM Campaign
- UTM Content
- UTM Medium
- UTM Source
- UTM Term
- Billing Address Fields Required
- Billing Address Country Code (e.g., USA)
- Billing Address Line 1
- Billing Address Line 2
- Billing Address City
- Billing Address Postal Code
- Billing Address Region (e.g., US-CA)
- Billing Address Zip Code
- Billing Address Zip Four
- Shipping Address Fields Required
- Shipping Address Country Code (e.g., USA)
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address Postal Code
- Shipping Address Region (e.g., US-CA)
- Shipping Address Zip Code
- Shipping Address Zip Four
- Other Address Fields Required
- Other Address Country Code (e.g., USA)
- Other Address Line 1
- Other Address Line 2
- Other Address City
- Other Address Postal Code
- Other Address Region (e.g., US-CA)
- Other Address Zip Code
- Other Address Zip Four
- Email Address 2
- Email Address 3
- Phone 1 Number
- Phone 1 Type
- Phone 1 Extension
- Phone 2 Number
- Phone 2 Type
- Phone 2 Extension
- Phone 3 Number
- Phone 3 Type
- Phone 3 Extension
- Phone 4 Number
- Phone 4 Type
- Phone 4 Extension
- Phone 5 Number
- Phone 5 Type
- Phone 5 Extension
- Fax 1 Number
- Fax 1 Type
- Fax 2 Number
- Fax 2 Type
- Facebook Account
- LinkedIn Account
- Twitter Account
- Instagram Account
- Snapchat Account
- YouTube Account
- Pinterest Account
Action
Write
- Company NameRequired
Action
Search
- FieldRequired
- ValueRequired
- Email or Phone Required
- Check for Duplicates UsingRequired
- Email Address 1
- Opt In
- Last Name
- First Name
- Tag IDs
- Anniversary Date (format: YYYY-MM-DD)
- Birth Date (format: YYYY-MM-DD)
- Company Name
- Company ID
- Contact Type
- Job Title
- Lead Source ID
- Middle Name
- Origin IP Address
- Owner ID
- Preferred Locale
- Preferred Name
- Prefix
- Source Type
- Spouse Name
- Suffix
- Time Zone
- Website
- Keap Source ID
- UTM Campaign
- UTM Content
- UTM Medium
- UTM Source
- UTM Term
- Billing Address Fields Required
- Billing Address Country Code (e.g., USA)
- Billing Address Line 1
- Billing Address Line 2
- Billing Address City
- Billing Address Postal Code
- Billing Address Region (e.g., US-CA)
- Billing Address Zip Code
- Billing Address Zip Four
- Shipping Address Fields Required
- Shipping Address Country Code (e.g., USA)
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address Postal Code
- Shipping Address Region (e.g., US-CA)
- Shipping Address Zip Code
- Shipping Address Zip Four
- Other Address Fields Required
- Other Address Country Code (e.g., USA)
- Other Address Line 1
- Other Address Line 2
- Other Address City
- Other Address Postal Code
- Other Address Region (e.g., US-CA)
- Other Address Zip Code
- Other Address Zip Four
- Email Address 2
- Email Address 3
- Phone 1 Number
- Phone 1 Type
- Phone 1 Extension
- Phone 2 Number
- Phone 2 Type
- Phone 2 Extension
- Phone 3 Number
- Phone 3 Type
- Phone 3 Extension
- Phone 4 Number
- Phone 4 Type
- Phone 4 Extension
- Phone 5 Number
- Phone 5 Type
- Phone 5 Extension
- Fax 1 Number
- Fax 1 Type
- Fax 2 Number
- Fax 2 Type
- Facebook Account
- LinkedIn Account
- Twitter Account
- Instagram Account
- Snapchat Account
- YouTube Account
- Pinterest Account
Action
Search or write

About Keap

Keap is your all-in-one CRM, sales and marketing automation software that helps organize leads, land the job, get paid, and keep growing.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

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 more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Related Zap Templates

Create Keap notes when Redtail CRM contacts are updated

Keap + Redtail CRM

Create or update Keap contacts when new contacts are created in Redtail CRM

Activity Created

Activity Updated

Contact Deleted

Opportunity Created

Opportunity Updated

Workflow Step Task Completed

Create Contact

Update Activity

Update Opportunity

New Affiliate

New Company Event

New Invoice Event

New Opportunity Event

New Subscription Event

New Tag Event

New Credit Card Charge - Merchant Only

New Manual Payment – (Cash, Check)

New Contact Tag

New Refund

Opportunity Stage Moved

Create Company

Create Note

Add a Product to an Invoice

Send Email

Update Company

Find Contact

Find Invoice

Find or Create Company

Activity Deleted

Contact Created

Contact Updated

Opportunity Deleted

Workflow Step Completed

Create Activity

Create Opportunity

Update Contact

New Action Sequence

New Appointment Event

New Contact

New Note Event

New Product Event

New Subscription Plan

New Task (All Tasks)

New Invoice

New Payment (All Payment Type)

New Assigned Task

Updated Contact

Create Product

Create Invoice

Create Task

Remove Tag From Contact

Tag Contact

Create or Update Contact

Find Company

Find or Create Contact

About Keap

Related categories

Similar apps

Zapier Interfaces

About Redtail CRM

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates