PhoneBurner + Redtail CRM

PhoneBurner + Redtail CRM integrations

Create PhoneBurner contacts from new Redtail CRM activities

Effortlessly maintain your contact records between Redtail CRM and PhoneBurner with this efficient workflow. When a new activity is created in Redtail CRM, it instantly adds a new contact in PhoneBurner. Streamline your sales and marketing processes while saving valuable time and ensuring up-to-date contact information across your essential tools.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Create ContactCreates a new contact.
ActionWrite

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More things you can do with Redtail CRM and PhoneBurner

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

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
- Folder
Trigger
Polling
Try It
- Search Email
- Search Phone
- Match Preference
- Include Trashed
Action
Write
- PhoneBurner Contact ID
  Required
- Folder
- First Name
- Last Name
- Email Address
- Work Number
- Home Phone
- Mobile Phone
- Other Phone
- Address
- Apt / Suite
- City
- State
- Zip
- Notes
- Tags
- Lead ID
- Name of the External CRM
- External CRM ID
- Transfer Record To
- Mark as New
- Rating
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
Get All Dial Session Data
Use this trigger to fetch all of the dial session data for your account. If you are a team admin this will fetch all dial session data for you and all of your users and each call will be a unique trigger to perform actions
Trigger
Polling
Try It
- Folder
  Required
- First Name
- Last Name
- Email Address
- Work Number
- Home Phone
- Mobile Phone
- Other Phone
- Address
- Apt / Suite
- City
- State
- Zip
- Notes/Description
- Tags
- Lead ID
- Lead Source ID
- Name of the External CRM
- External CRM ID
- Check for duplicates based on Email
- Check for duplicates based on Phone
- Duplicate Scrubbing Policy
- On Duplicate
- DNC List
Action
Write
- Contact ID
  Required
Action
Write

About PhoneBurner

PhoneBurner is an outbound sales dialing platform that increases live client interactions and overall team productivity and transparency.

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Related categories

Phone & SMS

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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Related categories

CRM (Customer Relationship Management)

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Related Zap Templates

Update and create contacts in Redtail CRM for each updated contact in PhoneBurner folders

Related Zap Templates

Update and create contacts in Redtail CRM for each updated contact in PhoneBurner folders