Orbit + Redtail CRM

Orbit + Redtail CRM integrations

Create Orbit members from new Redtail CRM contacts

Easily streamline your contact management process with this Redtail CRM and Orbit workflow. Whenever a new contact is created in Redtail CRM, a member will be added to Orbit, helping you keep track of important contacts and improving your organization's community engagement. Save time, effort, and ensure you are efficiently maintaining your relationships with this seamless automation.

When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Create a MemberAdd a new member to your Orbit workspace without an associated activity.
ActionWrite

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More things you can do with Redtail CRM and Orbit

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

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 Member
Triggers when a new member is created in your workspace.
Trigger
Instant
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- Activity Title
  Required
- Activity Description
- Activity Type
- Activity Type Key
- Activity Link Text
- Activity Link
- Activity Weight
- Activity Properties
- Occurred at
- Key
- New or Additional Member Tags
- Remove and Replace Existing Member Tags
- Member Email
- Member GitHub Handle
- Member Twitter Handle
- Member Name
- Member Company
- Member Shipping Address
- Member Bio
- Member Title
- Member Pronouns
- Member Location
- Member Birthday
- Member T-Shirt Size
- Member Teammate
- Custom Identity Name
- Custom Identity Source
- Custom Identity Source Host
- Custom Identity Username
- Custom Identity Email
- Custom Identity User ID
- Custom Identity Link
Action
Write
- Member Slug or ID
  Required
- Note
  Required
Action
Write
- Member ID
  Required
- Name
- Shipping Address
- T-Shirt
- Add New Tags
- Replace all Tags
- Biography
- Birthday
- Company
- Title
- Location
- Pronouns
- Slug
- URL
- GitHub
- Twitter
- Email
- LinkedIn
- DEV
Action
Write
- Source
  Required
- Username
- Email address
Action
Search

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
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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
- Activity Types
- Activity Tags
- Member Tags
- Activity Keywords
- Include activities from your teammates?
Trigger
Instant
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- Member Slug
  Required
- Source
  Required
- Name
- Source Host
- Username
- UID
- Email
- URL
Action
Write
- Name
- Email
- Twitter Handle
- GitHub handle
- DEV profile
- Bio
- LinkedIn profile
- Orbit Level
- Preferred Pronouns
- Tags to Add
- Location
- Shipping Address
- URL
- Company
- Title
- Birthday
- Teammate
- TShirt Size
- Tags
Action
Write
- Program Public UUID
  Required
- Form Response
  Required
Action
Write
- ID
  Required
Action
Search

About Orbit

Grow your community and prove ROI with Orbit, the community experience platform for delivering stellar member experience.

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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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