Redtail CRM + Spinify

Redtail CRM + Spinify integrations

Update Spinify leads when Redtail CRM contacts are modified

Keep your Redtail CRM contacts and Spinify leads up-to-date effortlessly with this seamless automation. When a contact is updated in Redtail CRM, this workflow will create or update a lead in Spinify, ensuring your sales team always has the most current information at their fingertips. Save time and maintain accurate data across both platforms for an organized and efficient sales process.

When this happens...
Contact UpdatedTriggers when an existing contact is updated 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
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
- 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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Create or update Spinify leads when new Redtail CRM activities are created

Related Zap Templates

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