Redbooth + Redtail CRM

Redbooth + Redtail CRM integrations

Create Redbooth tasks for new Redtail CRM activities

Stay on top of your client relationships with this seamless workflow between Redtail CRM and Redbooth. Whenever a new activity is created in Redtail CRM, a task will be generated in Redbooth to ensure all action items are organized and easily tracked. This automation saves time and ensures you don't miss any crucial steps in managing your client relationships.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Create TaskTriggers when a new task is created.
ActionWrite

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More things you can do with Redtail CRM and Redbooth

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

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 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
- Organization
Trigger
Polling
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- Project
- Organization
Trigger
Polling
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- Organization
  Required
- Name
  Required
- Tracks Time?
- Is Public?
- Publish Pages
Action
Write
- Project
  Required
- Task List
  Required
- Name
  Required
- Description
- Assignees
- Status
- Is Private
- Due On
- Urgent
Action
Write
- Text
  Required
- Type
- Project
Action
Search
- Task ID
- Project
  Required
- Task List
  Required
- Name
  Required
- Description
- Assignees
- Status
- Is Private
- Due On
- Urgent
Action
Search or 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
New Notification
Triggers when a new notification exists for the authenticated user.
Trigger
Polling
Try It
- Project
  Required
- List
  Required
- Organization
  Required
Trigger
Polling
Try It
- Project
  Required
- List
  Required
- Task
  Required
- Target Type
  Required
- Body
  Required
Action
Write
- Task
  Required
- Project
  Required
- Task List
  Required
- Name
  Required
Action
Write
- Project
  Required
- Name
  Required
Action
Write
- Task ID
Action
Search

About Redbooth

Redbooth is project management software for highly productive teams, including marketing departments, creative agencies, and more. Built for collaboration on complex projects, and optimized for doing great work.

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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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