Redtail CRM + Sperse

Redtail CRM + Sperse integrations

Create and manage contacts in Sperse when new contacts are added in Redtail CRM

Effortlessly keep your contact information up-to-date in Sperse whenever a new contact is added in Redtail CRM. With this workflow, each new contact created in Redtail CRM will automatically update or create a matching contact in Sperse, ensuring accurate and consistent data across your business applications. Save time while maintaining organized and updated contact records, streamlining communication and collaboration.

When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Add or Update ContactCreates a new contact.
ActionWrite

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More things you can do with Redtail CRM and Sperse

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

Activity Created
Triggers when a new activity is created in your database.
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Activity Updated
Triggers when an activity is updated in your database.
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Instant
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Contact Deleted
Triggers when a new contact is deleted in your database.
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Instant
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Opportunity Created
Triggers when a new opportunity is created in your database.
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Opportunity Updated
Triggers when an opportunity is updated in your database.
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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
New Payment
Triggers when a new payment is created.
Trigger
Instant
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- Match Existing Contact
- Contact Type
  Required
- Full Name
- Prefix
- First Name
- Middle Name
- Last Name
- Nick Name
- Suffix
- Gender
- Date of Birth
- BANKcode
- SSN
- Company Name
- Job Title
- Industry
- Work
- Personal
- Other
- Website
- LinkedIn
- Photo URL
- Work
- Home
- Mobile
- Street
- Address 2
- City
- State Name
- State Code
- Zip Code
- Country Name
- Country Code
- Experience
- Profile Summary
- Interests
- Notes
- Follow Up Date
- Assigned User
- Deal Amount
- Source Code
- Channel Code
- Affiliate Code
- Referer URL
- Entry URL
Action
Write
- Contact Id
- Contact Xref
- Invoice Description
- Date of the Invoice
  Required
- Currency Id
  Required
- Due Date of the Invoice
- Grand Total
  Required
- Company
- First Name
- Last Name
- Phone
- Email
- Country Id
- State Id
- State Name
- City
- Zip
- Address 1
- Address 2
- Neighborhood
- Company
- First Name
- Last Name
- Phone
- Email
- Country Id
- State Id
- State Name
- City
- Zip
- Address 1
- Address 2
- Neighborhood
- Quantity
  Required
- Description
- Rate
  Required
- Total Item Price
  Required
- Unit Id
  Required
- Commissionable Amount
- Product Code
- Purchase Order No.
- Invoice No.
  Required
- Invoice Note
- Discount Total
  Required
- Shipping Total
  Required
- Tax Total
  Required
- Date
- Description
- Amount
- Gateway Name
- Gateway Transaction Id
- Historical Data
  Required
- Status
  Required
Action
Write
- Contact Id
- Contact Xref
- Affiliate Code
- User Id
- User Email
Action
Write

Activity Deleted
Triggers when an activity is deleted in your database.
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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 .
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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
New Lead
Triggers when a new lead is created.
Trigger
Instant
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New Subscription
Triggers when a new subscription is created.
Trigger
Instant
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- Match Existing Contact
- Override Lists
- Ignore Invalid Values
- Contact XREF
- Contact Type
  Required
- Create User
- User Password
- Send Welcome Email
- Full Name
- Prefix
- First Name
- Middle Name
- Last Name
- Nick Name
- Suffix
- Gender
- Date of Birth
- BANKcode
- SSN
- Driving License
- Driving License State
- Is Active Military Duty
- Is US Citizen
- Preferred Time of Day
- Person Affiliate Code
- Personal
- Alternative Personal
- Other Personal
- Work
- Alternative Work
- Other Work
- Mobile
- Mobile Ext
- Home
- Home Ext
- Work
- Work Ext
- Work 2
- Work 2 Ext
- Street
- Address 2
- City
- State Name
- State Code
- ZIP Code
- Country Name
- Country Code
- Street
- Address 2
- City
- State Name
- State Code
- ZIP Code
- Country Name
- Country Code
- Website
- LinkedIn
- Photo URL
- Facebook
- Instagram
- Twitter
- Google Reviews
- AngelList
- Zoom
- Experience
- Profile Summary
- Interests
- Notes
- Follow Up Date
- Assigned User
- Deal Amount
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Field 5
- Company Name
- Organization Type
- Is Employed
- Job Title
- Employment Start Date
- Employee Count
- Date Founded
- EIN
- Annual Revenue
- Industry
- Company Phone
- Company Phone Extention
- Company Fax Number
- Company Email
- Company Website
- Company Facebook
- Company LinkedIn
- Company Instagram
- Company Twitter
- Company Google Reviews
- Company Crunchbase
- Company BBB URL
- Company Zoom
- Company Calendly
- Company Logo URL
- Company Affiliate Code
- Street
- Address 2
- City
- State Name
- State Code
- ZIP Code
- Country Name
- Country Code
- Source Code
- Channel Code
- Affiliate Code
- Campaign ID
- Google Click ID
- Referer URL
- Applicant ID
- Application ID
- IP Address
- User Agent
- Site ID
- Site URL
- Date Created
- Entry URL
- Lead Stage Name
- Star
- Rating
- Tags
- Lists
- UTM Source
- UTM Medium
- UTM Campaign
- UTM Term
- UTM Content
- UTM Keyword
- UTM AdGroup
- UTM Name
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Field 5
- Product Code
- Product Payment Period Type
- System Type
- Code
- Name
- Level
- Start Date
- End Date
- Amount
- Product Code
- Product Payment Period Type
- System Type
- Code
- Name
- Level
- Start Date
- End Date
- Amount
- Product Code
- Product Payment Period Type
- System Type
- Code
- Name
- Level
- Start Date
- End Date
- Amount
Action
Write
- Product Type
  Required
- Product Name
  Required
- SKU
  Required
- Description
- Description HTML
- Logo Url
- Group Name
- Price
- Currency Id
- Unit
Action
Write
- External Contact ID
  Required
- Product Code
  Required
- Payment Period Type
  Required
- Is it Recurring Billing
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 Sperse

Sperse is a business management and automation platform. It's smart, sleek and customizable CRM software is simple and designed to help you maximize your customer relationships and grow your business.