Pulseem + Redtail CRM

Pulseem + Redtail CRM integrations

Update Pulseem clients when Redtail CRM contacts are modified

Keep your Pulseem client list updated with this Redtail CRM and Pulseem automation. Whenever a contact is updated in Redtail CRM, this workflow will create or update the corresponding client in Pulseem. With this seamless integration, you can ensure accurate client information across both platforms and save time on manual data entry.

When this happens...
Contact UpdatedTriggers when an existing contact is updated in your database.
TriggerInstant
automatically do this!
Pulseem Interface - Create/Update ClientCreate or update a client in a specific group.
ActionWrite

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More things you can do with Redtail CRM and Pulseem

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

Activity Created
Triggers when a new activity is created in your database.
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Activity Updated
Triggers when an activity is updated in your database.
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Contact Deleted
Triggers when a new contact is deleted in your database.
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Opportunity Created
Triggers when a new opportunity is created in your database.
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Opportunity Updated
Triggers when an opportunity is updated in your database.
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Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
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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
- 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
  Required
- 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
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Activity Deleted
Triggers when an activity is deleted in your database.
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Instant
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Contact Created
Triggers when a new contact is created in your database.
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Instant
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Contact Updated
Triggers when an existing contact is updated in your database.
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Instant
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Opportunity Deleted
Triggers when an opportunity is deleted in your database.
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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
- Group Id
  Required
Trigger
Polling
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- 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
  Required
- StartDateTime
  Required
- EndDateTime
  Required
- Template Id
- type
- Is Pagination
- Page No
- Page Size
Action
Write
- send Id
  Required
- is Async
- CBK Url
- from Number
  Required
- to Number List
  Required
- reference List
  Required
- text List
- sendTime
- is Automatic Unsubscribe Link
Action
Write
- Send Id
  Required
- Template
  Required
- From Number
  Required
- To Number List
  Required
- Send Time
- callbackUrl
Action
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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.

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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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