Redtail CRM
Update contacts in Redtail CRM when workflow steps are completed
Improve your efficiency by making every step count in your Redtail CRM. With this workflow, once a step is completed, the corresponding contact in your database is promptly updated. This automation keeps your Redtail CRM data current, giving you an accurate view of your client relationships and interactions, reducing manual tasks and freeing your time for other important activities.
Improve your efficiency by making every step count in your Redtail CRM. With this workflow, once a step is completed, the corresponding contact in your database is promptly updated. This automation keeps your Redtail CRM data current, giving you an accurate view of your client relationships and interactions, reducing manual tasks and freeing your time for other important activities.
- When this happens...
Workflow Step CompletedTriggers when a Workflow Step is completed in your database .
TriggerInstantThis event starts a Zap instantly. - automatically do this!Update Contact
Updates an existing contact in your database.
ActionWriteCreate a new record or update an existing record in your app.
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Activity Created
Triggers when a new activity is created in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Activity Updated
Triggers when an activity is updated in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Deleted
Triggers when a new contact is deleted in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Opportunity Created
Triggers when a new opportunity is created in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Opportunity Updated
Triggers when an opportunity is updated in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
Subject
Description
Activity Type
Activity Category
Start Date
End Date
All Day
Location
Priority
Importance
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
Name
Description
Assigned To
Stage
Email Address
Projected Revenue
Actual Revenue
Probability
Amount
Close Date
Opportunity Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Activity Deleted
Triggers when an activity is deleted in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Created
Triggers when a new contact is created in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Updated
Triggers when an existing contact is updated in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SubjectRequired
Start DateRequired
End DateRequired
All DayRequired
Activity Type
Activity Category
Location
Description
Email Address
Priority
Importance
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Description
Assigned To
Stage
Email Address
Projected Revenue
Actual Revenue
Probability
Amount
Close Date
Opportunity Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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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- Log ended RingCentral calls as new activities in Redtail CRM
- Add new Facebook Lead Ad leads to Redtail CRM
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- Generate new contacts and opportunities in Redtail from newly-completed workflows in Anvil
- Create contacts in Constant Contact for new contacts created in Redtail CRM
- Create rows in Google Sheets for new Redtail CRM contacts
- Create Redtail CRM activities from new Squarespace form submissions
- Create RingCentral video meetings for new Redtail CRM activities
- Schedule Google Meet meetings when Redtail CRM activities are updated
- Create Redtail CRM activities from new GreenRope crm activities
- Update LeadConnector contacts when Redtail CRM contacts are updated
- Create activities in Redtail CRM for new emails parsed by Email Parser by Zapier
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- Create new Redtail CRM contacts when Amazon Alexa trigger phrases are spoken
- Create Redtail CRM opportunities from new Google Sheets spreadsheet rows on team drive
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- Create Acuity Scheduling blocked off times for new Redtail CRM activities
- Create new contacts in Redtail CRM when new contacts are added in Constant Contact