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Offri + Redtail CRM

Offri + Redtail CRM

Offri + Redtail CRM integrations

Create or update Offri contacts when new Redtail CRM activities are created

Effortlessly manage your contacts and activities with this Redtail CRM and Offri integration. When a new activity is created in Redtail CRM, it triggers a search for the contact in Offri, updating their information or creating a new entry if necessary. This seamless workflow keeps your contact data organized and up-to-date, ensuring a smooth and efficient experience for your business.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Find and Create/Update ContactFinds and updates a Contact, optionally creates one if it doesn't exist
ActionWrite

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More things you can do with Redtail CRM and Offri

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

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
- Workspaces
  Required
Trigger
Instant
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- Workspaces
  Required
Trigger
Instant
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- Workspaces
  Required
Trigger
Instant
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- Workspaces
  Required
Trigger
Instant
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- Workspace
  Required
- Contact
  Required
- Name
  Required
- Email
Action
Write
- Workspace
  Required
- Matches
  Required
- Name
- Email address
- Client Number
- Create contact if no contact is found
- Is private
- Name
- Email
- Phone Number
- Street + nr
- Postal Code
- City
- Client Number
- Country
- Language
- CoC Number
- VAT Number
Action
Write
- Workspace
  Required
- Contact to remove
  Required
Action
Write
- Workspace
  Required
- Contact to update
  Required
- Is private
- Name
- Email
- Phone Number
- Street + nr
- Postal Code
- City
- Client Number
- Country
- Language
- CoC Number
- VAT Number
Action
Write
- Workspace
  Required
- Find by
  Required
Action
Search
- Workspace
  Required
- Find by
  Required
- Workspace
  Required
- Is private
- Name
  Required
- Email
- Phone Number
- Street + nr
- Postal Code
- City
- Client Number
- Country
- Language
- CoC Number
- VAT Number
Action
Search or write

Activity Deleted
Triggers when an activity is deleted in your database.
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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
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Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
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
- Workspaces
  Required
Trigger
Instant
Try It
- Workspaces
  Required
Trigger
Instant
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- Workspaces
  Required
Trigger
Instant
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- Workspaces
  Required
- Proposal Status
  Required
Trigger
Instant
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- Workspace
  Required
- Is private
- Name
  Required
- Email
- Phone Number
- Street + nr
- Postal Code
- City
- Client Number
- Country
- Language
- CoC Number
- VAT Number
Action
Write
- Workspace
  Required
- Title
  Required
- Expire on
- Language
- Contact
- Custom metadata
Action
Write
- Workspace
  Required
- Contact
  Required
- Matches
  Required
- Name
- Email address
- Create Contact Person if no Contact Person is found
- Name
  Required
- Email
Action
Write
- Workspace
  Required
- Contact
  Required
- Contact Person to update
  Required
Action
Write
- Workspace
  Required
- Contact
  Required
- Contact Person to update
  Required
- Name
  Required
- Email
Action
Write
- Workspace
  Required
- Client
  Required
- Matches
  Required
- Name
- Email address
Action
Search
- Workspace
  Required
- Contact
  Required
- Matches
  Required
- Name
  Required
- Email
Action
Search or write

About Offri

Offri enables you to create great looking proposals quickly.

Related categories

Proposal & Invoice Management

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 new Offri contacts when Redtail CRM contacts are created

Related Zap Templates

Create new Offri contacts when Redtail CRM contacts are created