Livestorm + Redtail CRM

Add new Redtail CRM activities as registrants in Livestorm events

Effortlessly streamline your client onboarding process by connecting Redtail CRM and Livestorm with this seamless workflow. When a new activity is created in Redtail CRM, this automation will instantly create a registrant in Livestorm, saving you valuable time and reducing manual data entry. Boost your productivity and keep your contacts organized with this efficient connection between your CRM and webinar platforms.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Create RegistrantRegisters someone for a specific Event Session
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Redtail CRM and Livestorm

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

Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
Try It
Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
Try It
Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
Try It
- Linked To
Trigger
Polling
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
- Keywords
- 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
- Search Instructions
- Search Start Date
  Required
- Search End Date
  Required
- Subject
- Contact ID
- Users
Action
Search
- Search Instructions
- Search Start Date
  Required
- Search End Date
  Required
- Subject
  Required
- Contact ID
- Users
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Search or write
- Filter by Event Title
- Filter by Event
- Filter by Session
Trigger
Instant
Try It
- Filter by Event Title
- Filter by Event
- Filter by Session
Trigger
Instant
Try It
- Filter by Event Title
- Filter by Event
Trigger
Instant
Try It
- Filter by Event Title
- Filter by Event
Trigger
Instant
Try It
- Filter by Event Title
- Event
  Required
- Session
  Required
Action
Write
- Event
  Required
Action
Write
- Event
  Required
- Session
  Required
Action
Write
- Filter by Event Title
- Event
- Session
  Required
- Session date
  Required
- Session timezone
  Required
Action
Write
- Event ID
  Required
- Session ID
- Filter by Role
Action
Search

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 Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
Try It
Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
Try It
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
- Keywords
- 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
- Search Instructions
- Name
- Email
- Phone Number
Action
Search
- Search Instructions
- Name
- Email
- Phone Number
- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Keywords
- 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
Search or write
- Filter by Event Title
- Filter by Event
- Filter by Session
Trigger
Instant
Try It
- Filter by Event Title
- Filter by Event
- Filter by Session
Trigger
Instant
Try It
- Filter by Event Title
- Filter by Event
- Include Participants
- Deprecation Notice
Trigger
Instant
Try It
- Event title
  Required
- Event owner
  Required
- Event status
  Required
- Duplicate the settings of an existing event
- Event slug
- Event description
- First session date
- First session timezone
- Shown in your company page?
  Required
- Speaking permissions
  Required
- Recording enabled?
  Required
- Recording public?
  Required
- Enable detailed registration page?
  Required
- Enable light registration page?
  Required
- Chat tab enabled?
  Required
- Questions tab enabled?
  Required
- Polls tab enabled?
  Required
Action
Write
- Search for an event
- Parent Event
  Required
- Session date
  Required
- Session timezone
  Required
Action
Write
- Registrant Email
  Required
- Event
  Required
- Session
- Fix notice
Action
Write
- Event
  Required
- Event title
- Event owner
- Event status
- Event description
- Shown in the company page?
- Speaking permissions
- Recording enabled?
- Recording public?
- Enable detailed registration page?
- Enable light registration page?
- Chat tab enabled?
- Questions tab enabled?
- Polls tab enabled?
Action
Write
- Event
  Required
- Status
- Starting after
- Starting before
Action
Search

About Livestorm

Livestorm is an end-to-end engagement platform that enables you to connect, engage, and capture actionable insights in one place.

Learn moreLearn moreHelpHelp

Related categories

Webinars

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 Livestorm registrants from new Redtail CRM contacts

Related Zap Templates

Create Livestorm registrants from new Redtail CRM contacts