KickoffLabs + Redtail CRM

KickoffLabs + Redtail CRM integrations

Create and update KickoffLabs leads when new Redtail CRM activities are added

Effortlessly keep your leads up-to-date with this Redtail CRM and KickoffLabs automation. Whenever a new activity is created in Redtail CRM, this workflow will add or update the corresponding lead in KickoffLabs, ensuring your contact lists are always current. Save time and maintain accurate lead information with this seamless integration.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Add or Update LeadAdds a new lead to your campaign or updates values on a lead.
ActionWrite

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More things you can do with Redtail CRM and KickoffLabs

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

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
Lead Generated a Referral
Triggers when a lead gets another lead to signup for your campaign.
Trigger
Instant
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Lead Score Change
Triggers when a leads score changes.
Trigger
Instant
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Lead Marked as Verified
Triggers when a lead clicks on a verification link.
Trigger
Instant
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- Lead Email
  Required
- Lead Phone Number
- Lead First Name
- Lead Last Name
- Lead Parent Social ID
- Lead IP
- Lead Bonus Points
Action
Write
- Lead Email
  Required
Action
Write
- Lead Email
  Required
Action
Write
- Lead Email
  Required
- Points
  Required
- Message
  Required
Action
Write
- Lead Email
  Required
- Tag ID
  Required
Action
Write
- Lead Email(s)
  Required
Action
Write
- Lead Email
- Social ID
Action
Search

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
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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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- 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
Lead Marked as Fraudulet
Triggers when KickoffLabs has scanned and marked a lead as fraudulent.
Trigger
Instant
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Lead Reward Level Reached
Triggers when a lead achieves a reward level in your campaign.
Trigger
Instant
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Lead Tagged
Triggers when a Lead Tag has been applied to a lead.
Trigger
Instant
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New Lead
Triggers when a new lead is added to your campaign.
Trigger
Instant
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- Lead Email
  Required
Action
Write
Get Campaign Stats
This will return some of your campaign stats.
Action
Write
- Lead Email
  Required
- Campaign Action
Action
Write
- Lead Email
  Required
- Tag ID
  Required
Action
Write
- Lead Email(s)
  Required
Action
Write
- Lead Email(s)
  Required
Action
Write
- Lead Email
- Lead Parent Social ID
- Lead Email
  Required
- Lead Phone Number
- Lead First Name
- Lead Last Name
- Lead IP
- Lead Bonus Points
Action
Search or write

About KickoffLabs

KickoffLabs allows you to create giveaway campaigns in minutes!

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Forms & Surveys

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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.

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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

Related Zap Templates

Update KickoffLabs leads when Redtail CRM contacts are modified

Create and update KickoffLabs leads when new contacts are added in Redtail CRM