Lighthouse By Cloudify + Redtail CRM

Lighthouse By Cloudify + Redtail CRM integrations

Create records in Lighthouse By Cloudify from new Redtail CRM contacts

Effortlessly maintain client records with this seamless workflow between Redtail CRM and Lighthouse By Cloudify. When a new contact is created in Redtail CRM, this automation will create a corresponding record in Lighthouse By Cloudify, ensuring your client data stays up to date and organized in both platforms. Save time and eliminate manual data entry by streamlining your client management process with this efficient solution.

When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Create RecordCreates a new record.
ActionWrite

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More things you can do with Redtail CRM and Lighthouse By Cloudify

Discover other triggers and actions you can use with Redtail CRM and Lighthouse By Cloudify

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
- Entity
  Required
- Message
- Reference Id
  Required
- Possible Issue
  Required
- Source
  Required
- Status
  Required
- Bypass Webhooks?
- Optional JSON Object
Action
Write
- Record Key/ID
  Required
- Entity
  Required
- Message
- Possible Issue
  Required
- Source
- Status
  Required
- Bypass Webhooks?
- Optional JSON Object
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
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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
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
- Entity
  Required
- Event
Trigger
Instant
Try It
- Record Key/ID
  Required
- Entity
  Required
Action
Write

About Lighthouse By Cloudify

Lighthouse is a real-time monitoring tool for all automated and manual business processes.

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Developer Tools

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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CRM (Customer Relationship Management)

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