KonnektiveCRM + Redtail CRM

KonnektiveCRM + Redtail CRM integrations

Create partial orders in KonnektiveCRM for newly created contacts in Redtail CRM

Effortlessly manage and organize your contacts across multiple CRM platforms with this seamless workflow. When a new contact is created in Redtail CRM, this automation will directly create a partial order for the same contact in KonnektiveCRM. Streamline your sales process and boost productivity with this time-saving solution.

When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Create Partial OrderCreates New Leads.
ActionWrite

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More things you can do with Redtail CRM and KonnektiveCRM

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

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
Try It
- 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
- Campaign
- Order Type
- Upsell
- Campaign Product Id
Trigger
Polling
Try It
- Campaign
  Required
- Email Address
  Required
- Phone Number
- First Name
  Required
- Last Name
  Required
- Street Address
  Required
- Address 2
- City
  Required
- Country
  Required
- State
  Required
- Zip Code
  Required
- Ship First Name
- Ship Last Name
- Ship Street Address
- Ship Address 2
- Ship City
- Ship Country
- Ship State
- Ship Zip Code
- Contact Opt In
- Email Opt In
- Marketing Opt In
Action
Write
- Campaign
  Required
- Session Id
- Quality Assurance
- Phone Number
- Email Address
  Required
- First Name
  Required
- Last Name
  Required
- Street Address
  Required
- Street Address 2
- City
  Required
- Country
  Required
- State
  Required
- Zip Code
  Required
- Product
  Required
- Product Quantity
- Product Price
- Product Ship Price
- Product 2
- Product 2 Quantity
- Product 2 Price
- Product 2 Ship Price
- Product 3
- Product 3 Quantity
- Product 3 Price
- Product 3 Ship Price
- Shipping Information
  Required
- Ship First Name
- Ship Last Name
- Ship Street Address
- Ship Street Address 2
- Ship Country
- Ship State
- Ship City
- Ship Zip Code
- Custom 1
- Custom 2
- Custom 3
- Custom 4
- Custom 5
- Contact Opt In
- Email Opt In
- Marketing Opt In
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
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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
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
New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
- Transaction Type
  Required
- Product
Trigger
Polling
Try It
- Campaign
  Required
- Quality Assurance
- Phone Number
  Required
- Email Address
  Required
- First Name
  Required
- Last Name
  Required
- Street Address
  Required
- Street Address 2
- City
  Required
- Country
  Required
- State
  Required
- Zip Code
  Required
- Shipping Information
  Required
- Product Id
  Required
- Product Quantity
- Product Price
- Product Ship Price
- Ship First Name
- Ship Last Name
- Ship Street Address
- Ship Street Address 2
- Ship City
- Ship Country
- Ship State
- Ship Zip Code
- Contact Opt In
- Email Opt In
- Marketing Opt In
Action
Write

About KonnektiveCRM

Konnektive CRM is a customer transaction and campaign management platform that helps marketers dominate.

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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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