Outplay + Redtail CRM

Outplay + Redtail CRM integrations

Update Outplay prospects when Redtail CRM contacts are modified

Effortlessly maintain your sales prospects with this Redtail CRM and Outplay automation. When a contact is updated in Redtail CRM, this workflow ensures they are saved as a prospect in Outplay, providing your sales team with the most current information. Enhance your outreach and nurturing strategies while saving time on manual data transfers, allowing you to focus more on closing deals with this efficient process.

When this happens...
Contact UpdatedTriggers when an existing contact is updated in your database.
TriggerInstant
automatically do this!
Save ProspectCreate or Update Prospect and Adds to Sequence based on the provided Sequence Identifier
ActionWrite

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More things you can do with Redtail CRM and Outplay

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

Activity Created
Triggers when a new activity is created in your database.
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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
Meeting Booked
Triggers when meeting is booked.
Trigger
Instant
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New Prospect
Triggers when Prospect is created in Outplay.
Trigger
Instant
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Update Prospect
Triggers when Prospect is updated in Outplay.
Trigger
Instant
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- Meeting Slug
  Required
- Fields
  Required
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
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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
Mail Received
Triggers on receiving a mail from Prospect in Outplay.
Trigger
Instant
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Prospect Note Added
Triggers when new note is added to a prospect.
Trigger
Instant
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Optout Prospect
Triggers when Prospect has opted out in Outplay.
Trigger
Instant
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- Email
- FirstName
- LastName
- Phone
- Title
- TimeZone(IANA)
- Linkedin
- Facebook URL
- Twitter Handle
- City
- State
- Country
- Company
- SequenceIdentifier
- Tags
- Fields
Action
Write

About Outplay

Outplay is a sales engagement tool which helps in adding a personalized touch to the Emails, Calls and Social Actions.

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CRM (Customer Relationship Management)

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About Redtail CRM