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Pardot + Redtail CRM

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.

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.

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

    Triggers when a new activity 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.
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  • 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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