Redtail CRM + RevBoss

Redtail CRM + RevBoss integrations

Update Redtail CRM contacts and add to RevBoss suppression list

Keep your marketing lists up to date with this efficient workflow between Redtail CRM and RevBoss. When a contact is updated in Redtail CRM, this automation will ensure they are added to a suppression list in RevBoss. Save time and maintain accurate records by streamlining your contact management process.

When this happens...
Contact UpdatedTriggers when an existing contact is updated in your database.
TriggerInstant
automatically do this!
Add Contact to SuppressionAdds a new contact to suppression RevBoss and tags it as a lead if it exists.
ActionWrite

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More things you can do with Redtail CRM and RevBoss

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

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
- Email
  Required
- Segment
  Required
- Company_domain
- First_name
- Last_name
- Middle_name
- Nickname
- Linkedin_url
- Job_title
- Phone_number
- City
- State
- Country
- Company_name
- Company_linkedin_url
- Company_size
- Company_industry
- Company_location
- Company_linkedin_id
- Company_phone_number
- Company_city
- Company_state
- Company_country
- Company_keywords
- Company_annual_revenue
- Company_seo_description
- Company_number_of_retail_locations
- Company_technologies
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
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
- 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
- Event_type
  Required
- Flow
Trigger
Instant
Try It
- Email
  Required
- Suppression_type
  Required
- Title
Action
Write

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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About RevBoss

RevBoss is a simple tool to help sales teams to find prospects, build pipeline, and grow faster.

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