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Quickly connect Pulseem to Redtail CRM with a Zapier template.

Our most popular template

Create or update Pulseem clients from new Redtail CRM activities
Details
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Redtail CRM + Pulseem
Update Pulseem clients when Redtail CRM contacts are modified
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Redtail CRM + Pulseem

Create or update Pulseem clients from new Redtail CRM activities

Redtail CRM + Pulseem

Update Pulseem clients when Redtail CRM contacts are modified

Redtail CRM + Pulseem

How Zapier works

Zapier makes it easy to integrate Pulseem with Redtail CRM - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Recipient Created" from Pulseem.

Add your action

An action happens after the trigger—such as "Create Activity" in Redtail CRM.

You’re connected!

Zapier seamlessly connects Pulseem and Redtail CRM, automating your workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Pulseem to Redtail CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Pulseem and Redtail CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions

- Group Id
  Required
Trigger
Polling
Try It
- Group ID
  Required
- Email
- First Name
- Last Name
- Telephone
- Cellphone
- Address
- City
- State
- Country
- ZIP
- Birth Date
- Reminder Date
- Company
- Extra Date 1
- Extra Date 2
- Extra Date 3
- Extra Date 4
- Extra Field 1
- Extra Field 2
- Extra Field 3
- Extra Field 4
- Extra Field 5
- Extra Field 6
- Extra Field 7
- Extra Field 8
- Extra Field 9
- Extra Field 10
- Extra Field 11
- Extra Field 12
- Extra Field 13
- Need Optin
- Overwrite
- Overwrite Option
- Optin Type
- Product ID
- Product Category Name
- Image URL
- Name
- Description
- Quantity
- Price
- Code
- href Url
- Event Type
- Event Source
Action
Write
- emails
- Phones
Action
Write
- Search Text
- start Date Time
- End Date Time
Action
Write
- send Id
- StartDateTime
  Required
- EndDateTime
  Required
- Template Id
- type
- Is Pagination
- Page No
- Page Size
Action
Write
- send Id
- is Async
- CBK Url
- from Number
  Required
- to Number List
  Required
- reference List
  Required
- text List
- send Time
- is Automatic Unsubscribe Link
Action
Write
- send Id
- Template Id
- from Number
  Required
- to Number List
  Required
- send Time
- Call Back URL
Action
Write
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
- Activity 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
- Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- ZIP
- Address Type
Action
Write
- ID
  Required
- subject
  Required
- Description
- Activity Type
- Activity Category
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- 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

- emails
- Change Email Status
- Phones
- Change Phone Status
Action
Write
- Group ID
  Required
- Email
- First Name
- Last Name
- Telephone
- Cellphone
- Address
- City
- State
- Country
- Zip
- Birthday
- Reminder Date
- Company
- Extra Date 1
- Extra Date 2
- Extra Date 3
- Extra Date 4
- Extra Field 1
- Extra Field 2
- Extra Field 3
- Extra Field 4
- Extra Field 5
- Extra Field 6
- Extra Field 7
- Extra Field 8
- Extra Field 9
- Extra Field 10
- Extra Field 11
- Extra Field 12
- Extra Field 13
- Need Option
- Optin Type
- Overwrite
- OverwriteOption
Action
Write
- send Id
- Start Date Time
- End Date Time
- External Ref
Action
Write
- send Id
- Start Date Time
- End Date Time
- Reference
Action
Write
- send Id
- is Async
- send Time
- From Email
  Required
- from Name
  Required
- language Code
- subject
  Required
- html
  Required
- to Emails
  Required
- to Names
  Required
- External Ref
- attchment Url
Action
Write
- Send Id
  Required
- Call Back URL
- from Number
  Required
- to Number List
  Required
- Text Message
  Required
- Media URL
- send Time
Action
Write
- Cell phone And Email List
- New Status
- Email Or Cellphone
Action
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
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- ID
  Required
- First Name
  Required
- Last Name
  Required
- Contact Status
- Activity 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

About Pulseem

Pulseem is a marketing platform that helps you automate your marketing processes. It allows you to send Email, SMS, MMS, Push Notifications and create stunning Landing Pages.

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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 Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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