Pardot + Redtail CRM

Pardot + Redtail CRM integrations

Create prospects in Pardot when new activities are added in Redtail CRM

Effortlessly stay on top of new leads with this handy workflow. When a new activity is created in Redtail CRM, a prospect will be created in Pardot, ensuring your marketing and sales teams always have the latest information. Streamline your lead management process and let this automation do the work for you.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Create ProspectTriggers when a new Prospect is synced to Pardot.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Redtail CRM and Pardot

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

Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
Try It
Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
Try It
Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
Try It
Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
Try It
Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
Try It

Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
Try It
- 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 Prospect
Triggers when a new Prospect is synced to Pardot.
Trigger
Polling
Try It
New or Updated Prospect
Triggers when a Prospect is created or updated in Pardot.
Trigger
Polling
Try It
- Email Address
  Required
- First Name
- Last Name
- Last Activity At
- Salutation
- Campaign
- Address One
- Address Two
- City
- Zip
- State
- Territory
- Country
- Website
- Phone
- Fax
- Job Title
- Department
- Company
- Number of Employees
- Years in Business
- Industry
- Notes
- Comments
- Source
- Score
- Password
- Account
- Annual Revenue
- Is Do Not Email
- Is Reviewed
- Is Starred
- Is Do Not Call
Action
Write
- Name
  Required
- Campaign
  Required
- Lists
  Required
- From Name
  Required
- From Email
  Required
- Subject Line
  Required
- Email Body (Text)
  Required
- Email Body (HTML)
- Tags
- Custom Reply-To Address
- Suppression Lists
- Scheduled Time
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Email Address
  Required
- First Name
- Last Name
- Last Activity At
- Salutation
- Campaign
- Address One
- Address Two
- City
- Zip
- State
- Territory
- Country
- Website
- Phone
- Fax
- Job Title
- Department
- Company
- Number of Employees
- Years in Business
- Industry
- Notes
- Comments
- Source
- Score
- Password
- Account
- Annual Revenue
- Is Do Not Email
- Is Reviewed
- Is Starred
- Is Do Not Call
Action
Search or write

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
Try It
Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
Try It
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
New Form Submission
Triggers when a form is submitted.
Trigger
Polling
Try It
- List
  Required
Trigger
Polling
Try It
- List
  Required
- Prospect
  Required
Action
Write
- List
  Required
- Prospect
  Required
Action
Write
- Prospect
  Required
- Email Address
- First Name
- Last Name
- Salutation
- Campaign
- Address One
- Address Two
- City
- Zip
- State
- Territory
- Country
- Website
- Phone
- Fax
- Job Title
- Department
- Company
- Number of Employees
- Years in Business
- Industry
- Notes
- Comments
- Source
- Score
- Password
- Account
- Annual Revenue
- Do Not Email?
- Review Status
- Star Status
- Do Not Call?
Action
Write
- Email Address
  Required
Action
Search

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 moreLearn moreHelpHelp

Related categories

Marketing Automation

Premium

Similar apps

HubSpot

Marketing Automation

Intercom

Customer Support

Autopilot Journeys

Marketing Automation

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 Pardot prospects when Redtail CRM contacts are created

Related Zap Templates

Create new Pardot prospects when Redtail CRM contacts are created