Redtail CRM + RingByName

Redtail CRM + RingByName integrations

Create contacts in RingByName for new activities in Redtail CRM

Effortlessly maintain your contact list with this Redtail CRM and RingByName workflow. When a new activity is created in Redtail CRM, a contact will be added in RingByName, ensuring that you always have up-to-date information for your connections. Stay organized and on top of your relationship management with this seamless, time-saving automation.

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

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More things you can do with Redtail CRM and RingByName

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

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
New Call Recording
Triggers when a call is recorded.
Trigger
Polling
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New Missed Call
Triggers when a call is missed.
Trigger
Polling
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New Note
Triggers when a new note is created.
Trigger
Polling
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- First Name
  Required
- Last Name
- Company
- Work Phone
- Home Phone
- Cell Phone
- Fax
- Work Email
- Personal E-Mail
- Work Address
- Home Address
- Work Weblink
- Personal Weblink
- Groups
Action
Write
- Phone Number
  Required
Action
Write
- Name
  Required
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
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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
Call Ended
Triggers when a call ends.
Trigger
Polling
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New Fax
Triggers when a new fax is received.
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
New Voicemail
Triggers when a new voicemail is created.
Trigger
Polling
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- Contact
  Required
- Content
  Required
- File
Action
Write
- Sender Fax Number
  Required
- Recipient Name
  Required
- Recipient Company
  Required
- Recipient Fax Number
  Required
- Title
  Required
- File
  Required
- Sender Name
  Required
- Cover Message
  Required
- Include Signature
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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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About RingByName

RingByName is a cloud-based phone service. It helps you build stronger relationships with your customers with CRM features.

HelpHelp

Related categories

Phone & SMS

Related Zap Templates

Create new contacts in RingByName from newly created Redtail CRM contacts

Related Zap Templates

Create new contacts in RingByName from newly created Redtail CRM contacts