Real Phone Validation + Redtail CRM

Real Phone Validation + Redtail CRM integrations

Create do not call lookups in Real Phone Validation for new Redtail CRM activities

Efficiently manage your do not call list by verifying phone numbers in real-time with every new activity in your Redtail CRM. This workflow initiates when a new activity is created, immediately performing a Do Not Call Lookup using the Real Phone Validation app. Stay compliant and protect your reputation while streamlining your customer communication process.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Do Not Call LookupFind out if a US phone number is on the National, State, DMA Do Not Call lists. It also tells you if a phone number is tied to DNC violation litigation.
ActionWrite

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More things you can do with Redtail CRM and Real Phone Validation

Discover other triggers and actions you can use with Redtail CRM and Real Phone Validation

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.
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Instant
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Contact Deleted
Triggers when a new contact is deleted in your database.
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Instant
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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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Instant
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Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
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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
- Phone
  Required
Action
Write
- Phone
  Required
Action
Write
- Phone
  Required
Action
Write
- Phone
  Required
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
- Phone
  Required
Action
Write
- Phone
  Required
Action
Write
- Phone
  Required
Action
Write
- Phone
  Required
Action
Write

About Real Phone Validation

RealPhoneValidation provides the data behind the number. Connected or disconnected, landline or cell, carrier ID, do not call, and more.

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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)

Similar apps

Zapier Forms

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Related Zap Templates

Validate new Redtail CRM contacts' phone numbers with Real Phone Validation's turbo v3 phone validator

Validate phone numbers for updated Redtail CRM contacts with Real Phone Validation's turbo v3 phone validator