LiveWebinar + Redtail CRM

LiveWebinar + Redtail CRM integrations

Create new LiveWebinar registrants from newly created Redtail CRM activities

Effortlessly keep track of new activities in your Redtail CRM by instantly registering them as participants in LiveWebinar. With this seamless workflow, when a new activity is created in Redtail CRM, it will trigger the registration of a new participant in LiveWebinar. Save time and stay organized by maintaining a centralized system for all your important interactions with clients and prospects.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Create New RegistrantCreates a new registrant to your webinar. Will also trigger "New Registrant" event.
ActionWrite

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More things you can do with Redtail CRM and LiveWebinar

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

Activity Created
Triggers when a new activity is created in your database.
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Activity Updated
Triggers when an activity is updated in your database.
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Contact Deleted
Triggers when a new contact is deleted in your database.
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Instant
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Opportunity Created
Triggers when a new opportunity is created in your database.
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Opportunity Updated
Triggers when an opportunity is updated in your database.
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Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
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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
Sub-Account Create
Triggers when a new sub-account is created under your account.
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Sub-Account Status Disable
Triggers when your sub-account status is disabled.
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Sub-Account Update
Triggers when your sub-account details changes.
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Webinar Create
Triggers when a new webinar or meeting is created.
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Webinar Status Enable
Triggers when webinar status is changed to enable.
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New Registrant
Triggers when new registrant registers to your webinar.
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Instant
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- Select Webinar with Enabled Registration
  Required
- Registrant Name
- Registrant E-mail Address
  Required
- Send Confirmation to Registrant's email?
Action
Write

Activity Deleted
Triggers when an activity is deleted in your database.
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Contact Created
Triggers when a new contact is created in your database.
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Instant
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Contact Updated
Triggers when an existing contact is updated in your database.
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Instant
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Opportunity Deleted
Triggers when an opportunity is deleted in your database.
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Instant
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Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
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Instant
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- 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
Webinar Recording Ready
Triggers when a recording of your webinar is post-processed and ready for download. Based on this trigger you can download it to you FTP server or upload to Vimeo/YouTube.
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Instant
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Sub-Account Delete
Triggers when sub-account is deleted.
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Instant
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Sub-Account Status Enable
Triggers when your sub-account is enabled
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Webinar Delete
Triggers when a webinar is cancelled / deleted.
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Webinar Status Disable
Triggered when webinar status changes to disabled.
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Instant
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New Lead
Triggered when someone fills in the Lead form before entering your webinar.
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Instant
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Webinar Update
Triggers when a webinars details changes.
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Instant
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- Webinar Name
  Required
- Start Date
  Required
- Duration
- Timezone
- Agenda
- Room Password
- Room closed before and after webinar?
- Event Status
Action
Write

About LiveWebinar

LiveWebinar is an advanced, customisable meetings & webinar platform used for trainings, presentations and team meetings.

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Related categories

Video Conferencing

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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