Podium + Redtail CRM

Podium + Redtail CRM integrations

Send messages in Podium when Redtail CRM contacts are updated

Keep your communication efficient and up-to-date with this Redtail CRM and Podium workflow. When a contact is updated in Redtail CRM, the workflow will send a message in Podium to ensure your team is always on the same page regarding customer data. This seamless automation saves time and helps maintain accurate information across platforms.

When this happens...
Contact UpdatedTriggers when an existing contact is updated in your database.
TriggerInstant
automatically do this!
Send MessageSend a Message.
ActionWrite

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More things you can do with Redtail CRM and Podium

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

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
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 Invoice
Triggers when a new invoice is created.
Trigger
Polling
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New Refunded Invoice
Triggers when there is a refund on an invoice.
Trigger
Polling
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New Review Invite
Triggers when a new review invite is created.
Trigger
Polling
Try It
- AccountUid
- Messenger Channel
  Required
- Customer Name
  Required
- Invoice Number
- Amount
  Required
- Description
- Location
  Required
- Card Reader
Action
Write
- Data Feed Uid
  Required
- Number of Events
  Required
Action
Write
- Body
  Required
- Messenger Channel
  Required
- Channel Type
  Required
- Contact Name
- Location
  Required
- Sender Name
- Subject
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
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
- Status
Trigger
Polling
Try It
New Paid Invoice
Triggers when an invoice is paid by the contact via the invoice link. Marking an invoice as paid in the app will not fire this trigger.
Trigger
Polling
Try It
New Review
Triggers when a customer submits a review for your business from a Podium review invite.
Trigger
Polling
Try It
- Location
  Required
- Invoice Uid
  Required
- Note
  Required
Action
Write
- Data Feed Uid
  Required
- Location
  Required
- Custom
Action
Write
- Location
  Required
- Invoice
  Required
- Note
- Reason
  Required
- Amount
  Required
- Payment Unique Identifer
  Required
Action
Write

About Podium

Podium is a messaging platform that helps you get more reviews, collect payments, send SMS campaigns, and centralize your communications

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Related categories

Communication

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)

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Zapier Forms

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Related Zap Templates

Create Redtail CRM contacts and send Podium messages with new contact details

Related Zap Templates

Create Redtail CRM contacts and send Podium messages with new contact details