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Pardot + Redtail CRM

Create new Pardot prospects when Redtail CRM contacts are created

Effortlessly maintain a consistent marketing flow by connecting Redtail CRM and Pardot with this powerful workflow. Whenever a new contact is added to Redtail CRM, this automation instantly creates a prospect in the Pardot app. Streamline your lead nurturing process and ensure no prospect is left behind, all with minimum manual intervention required.

Effortlessly maintain a consistent marketing flow by connecting Redtail CRM and Pardot with this powerful workflow. Whenever a new contact is added to Redtail CRM, this automation instantly creates a prospect in the Pardot app. Streamline your lead nurturing process and ensure no prospect is left behind, all with minimum manual intervention required.

  1. When this happens...
    Redtail CRMRedtail CRM
    Contact Created

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    PardotPardot
    Create Prospect

    Triggers when a new Prospect is synced to Pardot.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Redtail CRM triggers, actions, and search

    Activity Created

    Triggers when a new activity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Updated

    Triggers when an activity is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Deleted

    Triggers when a new contact is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Deleted

    Triggers when an activity is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Created

    Triggers when a new contact is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Updated

    Triggers when an existing contact is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Deleted

    Triggers when an opportunity is deleted in your database.

    Trigger
    Instant
    Try It
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About Pardot

Pardot is no-hassle marketing automation that makes sales and marketing teams best friends. Increase marketing accountability, gain greater insight into ROI, and much more.
Learn moreHelp

Related categories

  • Marketing Automation

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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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