Real Estate Webmasters + Redtail CRM

Create or update Real Estate Webmasters leads when new Redtail CRM contacts are added

Effortlessly manage your leads with this Redtail CRM and Real Estate Webmasters automation. When a new contact is added in Redtail CRM, a lead will be created or updated in Real Estate Webmasters, saving you time and helping you stay organized. Focus on closing deals while this workflow takes care of lead tracking and updates.

When this happens...
Contact Created
Triggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Create or Update Lead
Create a new Lead or update one if it already exists.
ActionWrite

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Supported triggers and actions

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 NameRequired
- Last NameRequired
- 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

- IDRequired
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- IDRequired
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
Lead Updated
Triggers when an existing lead is updated.
Trigger
Instant
Try It
- Email AddressRequired
- First Name
- Last Name
- Phone Number (Home)
- Phone Number (Cell)
- Agent
- Comments
- Address
- City
- State or Province
- Zip or Postal Code
- Auto Rotate
- Origin
- Opt Into Marketing Emails
- Opt Into Saved Search Emails
- Opt Into Text Messages
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
- SubjectRequired
- Start DateRequired
- End DateRequired
- All DayRequired
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- NameRequired
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- IDRequired
- 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
Lead Created
Triggers when a new lead is created.
Trigger
Instant
Try It
- Lead EmailRequired
- NoteRequired
Action
Write

About Real Estate Webmasters

Real Estate Webmasters is a real estate Software-as-a-Service CRM.

Related categories

CRM (Customer Relationship Management)

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.

Real Estate Webmasters + Redtail CRM

Create or update Real Estate Webmasters leads when new Redtail CRM contacts are added

Supported triggers and actions

Activity Created

Activity Updated

Contact Deleted

Opportunity Created

Opportunity Updated

Workflow Step Task Completed

Create Contact

Update Activity

Update Opportunity

Lead Updated

Create or Update Lead

Activity Deleted

Contact Created

Contact Updated

Opportunity Deleted

Workflow Step Completed

Create Activity

Create Opportunity

Update Contact

Lead Created

Create Note

About Real Estate Webmasters

Related categories

Similar apps

Zapier Interfaces

About Redtail CRM