ON24 + Redtail CRM

ON24 + Redtail CRM integrations

Create ON24 registrants from new Redtail CRM contacts

Easily keep your Redtail CRM contacts and ON24 registrants in sync with this seamless workflow. Whenever a new contact is added in Redtail CRM, they'll be instantly registered as a participant in your ON24 events. Save time on manual entry and ensure that all your contacts are accounted for in your webinars or virtual events.

When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Create RegistrantCreates a new Registrant for a particular Event.
ActionWrite

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More things you can do with Redtail CRM and ON24

Discover other triggers and actions you can use with Redtail CRM and ON24

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
New Webcast
Triggers when a new Webcast is created.
Trigger
Polling
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- Exclude Sub-Accounts
  Required
Trigger
Polling
Try It
- Webcast
Trigger
Polling
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- Sub Client
- Title
  Required
- Tag Campaign
- Tag Campaign 2
- Tag Campaign 3
- Tag Campaign 4
- Tag Campaign 5
- Tag Campaign 6
- Tag Campaign 7
- Tag Campaign 8
- Tag Campaign 9
- Tag Campaign 10
- Country Code
- Archive Available
- Live Start
  Required
- Live Duration
  Required
- Time Zone
  Required
- Language Code
  Required
- Event Type
  Required
Action
Write
- Time Zone
- Language Code
- Event Type
- Webcast Source
  Required
- Title
- Country Code
- Tag Campaign
- Tag Campaign 2
- Tag Campaign 3
- Tag Campaign 4
- Tag Campaign 5
- Tag Campaign 6
- Tag Campaign 7
- Tag Campaign 8
- Tag Campaign 9
- Tag Campaign 10
- Campaign Code
- Live Start
- Live Duration
- Archive Available
- Promotional Summary
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
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
- Webcast
Trigger
Polling
Try It
- Webcast
Trigger
Polling
Try It
- Webcast
Trigger
Polling
Try It
- Webcast Source
  Required
- Tag Campaign 2
- Tag Campaign 3
- Tag Campaign 4
- Tag Campaign 5
- Tag Campaign 6
- Tag Campaign 7
- Tag Campaign 8
- Tag Campaign 9
- Tag Campaign 10
- Live Start
  Required
- Time Zone
- Language Code
- Event Type
- Title
- Live Duration
- Promotional Summary
- Tag Campaign
- Archive Available
Action
Write
- Event ID
  Required
- Email
  Required
- First Name
- Last Name
- Company
- User Name
- Password
- Ext Event User CD
- Partner Ref
- Company Size
- Job Title
- Job Function
- Street Address 1
- Street Address 2
- Country
- City
- State
- Postal Code
- Home Phone
- Work Phone
- Fax
- Industry
- Other
- Notes
- Marketing Email
- Event Email
- Custom Field #1
- Custom Field #2
- Custom Field #3
- Custom Field #4
- Custom Field #5
- Custom Field #6
- Custom Field #7
- Custom Field #8
- Custom Field #9
- Custom Field #10
Action
Write

About ON24

ON24 is a webinar-based marketing platform that drives demand generation and customer engagement.

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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.

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Related categories

CRM (Customer Relationship Management)

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