Redtail CRM + ReviewInc

Redtail CRM + ReviewInc integrations

Add new Redtail CRM contacts to ReviewInc notify system for seamless communication

Streamline your customer review process by connecting Redtail CRM and ReviewInc. With this workflow, every time a new contact is created in Redtail CRM, they'll be seamlessly added to your Notify System in ReviewInc. This automation helps you save time and ensures that no new contact goes unnoticed, allowing you to effectively manage your online reputation and gather valuable feedback from your clients.

When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Add a Contact Into Notify SystemFor third party CRM’s that already have customer names, emails / SMS text numbers, it’s convenient to push the contacts into the Notify system to trigger the request review campaign message.
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More things you can do with Redtail CRM and ReviewInc

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

Activity Created
Triggers when a new activity is created in your database.
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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.
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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.
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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
- Corporate Account
  Required
Trigger
Instant
Try It
- Corporate Account
  Required
- Use Branch ID or Branch API ID?
  Required
- Notify Flow
- Stage API ID (optional, first stage is default)
- Send Type
- Contact API ID
- Contact Name
  Required
- Contact Email
- Contact Phone Number
- Street Address
- City
- State
- Postal Code
- Country Code
- Contact Description
- Start Date
- End Date
- Hidden Field 1
- Hidden Field 2
- Hidden Field 3
- Hidden Field 4
- Hidden Field 5
- Hidden Field 6
- Hidden Field 7
- Hidden Field 8
- Hidden Field 9
- Hidden Field 10
Action
Write
- Corporate Account
  Required
- Use Contact ID or Contact API ID?
  Required
- Stage
  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
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
- Corporate Account
Trigger
Instant
Try It
- Corporate Account
  Required
Trigger
Instant
Try It
- Corporate Account
  Required
- Use Branch ID or Branch API ID?
  Required
- Review Flow
- Send Type
- Contact Name
  Required
- Contact Email
- Contact Phone Number
- City
- Postal Code
- Send Now?
- Hidden Field 1
- Hidden Field 2
- Hidden Field 3
- Hidden Field 4
- Hidden Field 5
- Hidden Field 6
- Hidden Field 7
- Hidden Field 8
- Hidden Field 9
- Hidden Field 10
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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CRM (Customer Relationship Management)

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About ReviewInc

ReviewInc is reputation management and customer communication software that automates the customer experience journey through forms, emails, and text messages. Our service enhances Online Reputation by monitoring, collecting, and amplifying reviews to help businesses shine.

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Related categories

Reviews