Kixie + Redtail CRM

Kixie + Redtail CRM integrations

Create Kixie cadences for new Redtail CRM contacts

Stay updated on your client interactions by automatically adding new contacts from Redtail CRM into Kixie's Cadence. With this seamless workflow, every time a contact is created in Redtail CRM, they will be added to a Cadence in Kixie, ensuring you never miss a beat in nurturing your client relationships. Streamline your sales process and save time on manual data entry with this efficient integration.

When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Add to CadenceInserts the contact into the selected Kixie Cadence
ActionWrite

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More things you can do with Redtail CRM and Kixie

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

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
- Sender Email Address
  Required
- Phone Number
  Required
- SMS Message
  Required
- Country Code
- More Information
Action
Write
- User Email Address
  Required
- Target Phone Number
  Required
- Action Display Name
- Action Type
  Required
- Queue ID
- More Information
Action
Write
- User Email Address
  Required
- Target Phone Number
  Required
- Queue ID
  Required
Action
Write
- Phone Number
  Required
- Powerlist ID
  Required
Action
Write

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
- Powerlist ID
  Required
- Phone Number
- Phone Number 2
- Phone Number 3
- Phone Number 4
- Phone Number 5
- First Name
- Last Name
- Email
- Title
- Company Name
- Next Call Refresher
- Duplicate Handling
  Required
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Field 5
- Custom Field 6
Action
Write
- Target Phone Number
  Required
- Cadence ID
  Required
- Display Name
Action
Write
- Target Phone Number
  Required
- Cadence ID
  Required
Action
Write
- Phone Number
  Required
Action
Write
- Team SMS ID
  Required
- Kixie Team SMS Phone Number
- Target Phone Number
  Required
- SMS Message
  Required
Action
Write

About Kixie

Seamless Integrated Voice Powerful voice and software tools for sales and customer service teams.

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Related categories

Phone & SMS

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)

Similar apps

Zapier Forms

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

Related Zap Templates

Create Kixie calls when new Redtail CRM activities are added

Related Zap Templates

Create Kixie calls when new Redtail CRM activities are added