Redtail CRM + Shoplazza

Redtail CRM + Shoplazza integrations

Create Shoplazza customers from new Redtail CRM contacts

Effortlessly manage your Redtail CRM contacts and Shoplazza customers with this convenient workflow. When a new contact is added to Redtail CRM, a corresponding customer will be created in your Shoplazza store, providing seamless integration between the two platforms. This automation not only saves time but also eliminates manual data entry, letting you focus on growing your business.

When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Create CustomerCreates a new customer
ActionWrite

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More things you can do with Redtail CRM and Shoplazza

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

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 Cancelled Order
Triggers when an order is "cancelled" (with line item support).
Trigger
Instant
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- Financial Status
- Fulfillment Status
Trigger
Polling
Try It
Updated Customer
Triggers when a customer's information is updated.
Trigger
Instant
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- Title
  Required
- Vendor
  Required
- Product Description
- Tags
- Image URL
- Spu
- Is Published?
Action
Write
- Customer
  Required
- First Name
- Last Name
- Email Address
- Tags
- Phone Number
- Accepts Marketing
Action
Write
- Product
  Required
- TItle
- Vendor
- Product Description
- Tags
- Price
- SPU
- Is Published?
Action
Write
- Email Address
  Required
Action
Search
- Email Address
  Required
- First Name
  Required
- Last Name
  Required
- Company Name
- Street Address
- Street Address Line 2
- City
- State
- State/Province Code
- Country
- Country Code
- Zip Code
- Phone
- Tags
- Accepts Marketing
Action
Search or 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
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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
- Abandoned Cart Age (Hours)
  Required
Trigger
Polling
Try It
New Customer
Triggers when a new customer is added to your Shoplazza account.
Trigger
Instant
Try It
New Product
Triggers when a new customer is added to your Shoplazza account.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Email Address
  Required
- Company Name
- Street Address
- Street Address Line 2
- City
- State
- State/Province Code
- Country
- Country Code
- Zip Code
- Phone
- Tags
- Accepts Marketing
Action
Write
- Product
  Required
- Title
  Required
- Price
- Compare at Price
- SKU
- Option 1
Action
Write
- Product
  Required
- Product Variant
  Required
- Set Quantity To
Action
Write
- Product
  Required
- Product Variant
  Required
- Price
- Compare at Price
- SKU
Action
Write
- Product Title
  Required
Action
Search
- Product Title
  Required
- Title
  Required
- Vendor
  Required
- Product Description
- Tags
- Image URL
- Spu
- Is Published?
Action
Search or 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 Shoplazza

Shoplazza is an online store builder platform that empowers over 360,000+ stores of all sizes to grow their businesses.

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Related categories

Commerce