LinkedIn Ads + Redtail CRM

LinkedIn Ads + Redtail CRM integrations

Create and add new Redtail CRM contacts to LinkedIn Ads audience

Effortlessly expand your LinkedIn Ads audience with this time-saving workflow. When a new contact is created in Redtail CRM, this automation promptly adds them to your specified LinkedIn Ads audience. Enhance your marketing efficiency by ensuring your contacts and target audience are consistently up to date.

When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Add Contact to AudienceAdds a Contact to an Audience.
ActionWrite

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More things you can do with Redtail CRM and LinkedIn Ads

Discover other triggers and actions you can use with Redtail CRM and LinkedIn Ads

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
- adAccount
  Required
- Lead Form
- Retrieve Creative Details
- Retrieve Campaign Details
- Conversions Information
Trigger
Instant
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- Account
  Required
- Audience
  Required
- Email Address
- First Name
- Last Name
- Title
- Company
- Country
- Google Advertising ID
Action
Write
- Account
  Required
- Audience
  Required
- Email Address
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
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
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
- Organization
  Required
- Lead Type
  Required
- Retrieve Creative Details
- Retrieve Campaign Details
- Conversions Information
Trigger
Instant
Try It
- Account
  Required
- Audience
  Required
- Company Name
- Website Domain
- Email Domain
- LinkedIn Page URL
- Stock Symbol
- Industries
- City
- State
- Country
- Postal Code
Action
Write
- Account
  Required
- Audience Type
  Required
- Name
  Required
- Description
Action
Write
- Account
  Required
- Pivots
  Required
- Metrics
  Required
- Start Date
  Required
- End Date
- Time Granularity
Action
Write

About LinkedIn Ads

LinkedIn Ads allows marketers to collect even more quality leads from their ads and events on LinkedIn with seamless pre-filled forms.

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Related categories

Ads & Conversion

Microsoft

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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)

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