Redtail CRM + Rex

Redtail CRM + Rex integrations

Update Rex leads when Redtail CRM contacts are modified

Effortlessly keep your Redtail CRM and Rex systems aligned with this seamless workflow. Whenever a contact is updated in Redtail CRM, this automation ensures the corresponding lead in Rex is also updated, saving you time and maintaining consistency across both platforms. Stay organized and efficient with this powerful integration.

When this happens...
Contact UpdatedTriggers when an existing contact is updated in your database.
TriggerInstant
automatically do this!
Create LeadCreates a Lead
ActionWrite

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More things you can do with Redtail CRM and Rex

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

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
- Your Rex Agency Account
  Required
Trigger
Instant
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- Your Rex Agency Account
  Required
Trigger
Instant
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- Your Rex Agency Account
  Required
- Tag
  Required
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
Trigger
Instant
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- Your Rex Agency Account
  Required
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
- Tag
  Required
Trigger
Instant
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- Your Rex Agency Account
  Required
- Limit to Mailing List
Trigger
Instant
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- Your Rex Agency Account
  Required
Trigger
Instant
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- Your Rex Agency Account
  Required
- Tag
  Required
Trigger
Instant
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- Your Rex Agency Account
  Required
- Lead ID
  Required
- Assignee
  Required
Action
Write
- Your Rex Agency Account
  Required
- Match Profile Category
  Required
- Contact ID
  Required
- Suburbs
- Min Price
- Max Price
- Min Bedrooms
- Max Bedrooms
- Min Bathrooms
- Max Bathrooms
- Email Campaign Frequency
- SMS Campaign Frequency
Action
Write
- Your Rex Agency Account
  Required
- Type
  Required
- Due date
  Required
- Remindee
  Required
- Priority
  Required
- Contact ID
- Listing ID
- Property ID
- Description
  Required
Action
Write
- Your Rex Agency Account
  Required
- Record Type
  Required
- Record ID
  Required
- Tag
  Required
Action
Write
- Your Rex Agency Account
  Required
- Track
  Required
- Contact ID
- Listing ID
- Property ID
- Start date
- Remindee Override
Action
Write
- Your Rex Agency Account
  Required
- Calendar Event ID
Action
Search
- Your Rex Agency Account
  Required
- Search type
- Search value
Action
Search

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
- Your Rex Agency Account
  Required
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
- Limit to Lead Types
- Limit to Lead Assignees
Trigger
Instant
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- Your Rex Agency Account
  Required
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
- Limit to type
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
- Limit to Mailing List
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
Trigger
Instant
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- Your Rex Agency Account
  Required
- Send From
- Contact ID (Recipient)
- CC Contact IDs
- BCC Contact IDs
- Related Listing ID
- Related Property ID
- Mail merge template
- Subject
- Body
Action
Write
- Your Rex Agency Account
  Required
- Type
  Required
- Contact Name
  Required
- Contact Email
- Contact Phone
- Listing Address
- Listing ID
- Property Address
- Subject
- Assignee Override
- Notes
Action
Write
- Your Rex Agency Account
  Required
- Type
  Required
- Contact IDs
- Property IDs
- Note
  Required
Action
Write
- Your Rex Agency Account
  Required
- Send From
- Contact ID (Recipient)
- Related Listing ID
- Related Property ID
- Mail merge template
- Body
Action
Write
- Your Rex Agency Account
  Required
- Record Type
  Required
- Record ID
  Required
- Tag
  Required
Action
Write
- Your Rex Agency Account
  Required
- Associated record type
  Required
- Record ID
  Required
Action
Write
- Your Rex Agency Account
  Required
- Search type
- Search value
Action
Search
- Your Rex Agency Account
  Required
- Search type
- Search value
Action
Search

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 Rex

Thousands of agencies across Aus, NZ and UK are powered by Rex's cloud and mobile real estate platform.

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