NPS.Today + Redtail CRM

NPS.Today + Redtail CRM integrations

Create surveys in NPS.Today for new Redtail CRM activities

Easily gather customer feedback with this Redtail CRM and NPS.Today integration. Whenever a new activity is created in Redtail CRM, this workflow will automatically send a survey through NPS.Today. Save time and ensure consistent communication by streamlining your survey process with this seamless connection between your CRM and survey platform.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Send SurveyAdds a respondent to the given campaign and sends a survey
ActionWrite

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More things you can do with Redtail CRM and NPS.Today

Discover other triggers and actions you can use with Redtail CRM and NPS.Today

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
- Action
  Required
- Campaign
Trigger
Instant
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- Campaign
  Required
- EmailAddress
  Required
- FirstName
  Required
- LastName
- PhoneNumber
- ExternalId
- CompanyName
- CompanyCountry
- CompanySegment
- CompanyAccountNo
- EmployeeFirstName
- EmployeeLastName
- EmployeeEmailAddress
- EmployeeExternalId
- EmployeeTitle
- EmployeeDepartment
- SendEmailAt
- CustomData
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
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
- Action
Trigger
Instant
Try It
- Email
  Required
- FirstName
  Required
- LastName
  Required
- Title
- Department
- Team
- Division
- PhoneNumber
Action
Write

About NPS.Today

Turn on your customer experience radar and keep it turned on. Make your loyalty program simple and effective with NPS. Get real-time customer feedback for improved customer interaction and customer experience transformation.

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Related categories

Customer Appreciation

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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