Redtail CRM + Spinify

Redtail CRM + Spinify integrations

Create or update Spinify leads when new Redtail CRM activities are created

Effortlessly keep your sales team motivated with this Redtail CRM and Spinify workflow. Whenever a new activity is created in Redtail CRM, a lead will be created or updated in Spinify, ensuring your team's performance data is always up-to-date. Streamline your lead management process and boost your team's productivity with this seamless automation.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Create or Update LeadAdd a new Lead record to Spinify or update particular values of an existing record - note the ObjectId should match the initial request to update the value.
ActionWrite

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More things you can do with Redtail CRM and Spinify

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

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
Try It
- 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
- Object ID
  Required
- Name
- Owner
  Required
- Last Updated
  Required
- Is Closed
  Required
- Type
- Case Number
- Origin
- Reason
- Contact Email
- Contact Mobile
- Contact Phone
- Is Escalated
- Is Closed on Create
- Priority
- Subject
- Web Company
- Web Email
- Web Phone
- Web Name
- Closed Date
- Created Date
- Status
- Record URL
- Record Type
Action
Write
- Object ID
  Required
- Name
  Required
- Owner
  Required
- Type
  Required
- From Address
- Has Attachment
- Is Incoming
- Case ID
- To Address
- CC Address
- Activity Date
- Status
  Required
- Related Deal
- Last Updated
  Required
- Record URL
- Record Type
- Is Closed
Action
Write
- Object ID
  Required
- Name
  Required
- Owner
  Required
- Type
  Required
- Is Closed
- Activity Date
- Status
  Required
- Related Deal
- Last Updated
  Required
- Record URL
- Record Type
Action
Write

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
Try It
Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
Try It
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
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
- Object ID
  Required
- Name
  Required
- Owner
  Required
- Type
  Required
- Activity Date
- Status
  Required
- Duration in Seconds
- Related Deal
- Last Updated
  Required
- Record URL
- Record Type
- Is Closed
Action
Write
- Object ID
  Required
- Name
  Required
- Owner
  Required
- Type
- Record URL
- Amount
  Required
- Is Closed
  Required
- Is Won
  Required
- Sales Stage
- Last Updated
  Required
- Lead Source
- Last Contacted
- Close Date
- Created
- Probability
- Forecast Category
- Next Step
- Expected Revenue
- Record Type
- Is Private
Action
Write
- Object ID
  Required
- Name
  Required
- Owner
  Required
- Is Qualified
  Required
- Company
- Qualified Date
- Created Date
  Required
- Status
  Required
- Last Updated
  Required
- Record URL
- Record Type
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 Spinify

Spinify is a leaderboard solution that will engage your staff and provide an uplift in productivity and an improved culture.

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Team Collaboration

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Update Spinify leads when Redtail CRM contacts are modified

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Update Spinify leads when Redtail CRM contacts are modified