Redtail CRM + Teamup Calendar

Redtail CRM + Teamup Calendar integrations

Create events in Teamup Calendar for new contacts in Redtail CRM

Easily stay on top of new contacts in your Redtail CRM by integrating it with your Teamup Calendar. With this automation, whenever a new contact is created in Redtail CRM, a corresponding event will be added to your Teamup Calendar, ensuring you never miss an important follow-up or meeting. Streamline your scheduling and enhance time management by connecting your CRM and calendar efficiently.

When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Create EventCreate an event by defining each field.
ActionWrite

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More things you can do with Redtail CRM and Teamup Calendar

Discover other triggers and actions you can use with Redtail CRM and Teamup Calendar

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
- Sub-calendar
  Required
- Search Term
Trigger
Polling
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- Sub-calendar
  Required
Trigger
Polling
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- Sub-calendar
  Required
Trigger
Polling
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- Sub-calendar
  Required
- Event Title
- Start Date
  Required
- End Date
  Required
- All Day
- Who (Event Field)
- Location (Event Field)
- Description (Event Field)
- Remote ID
Action
Write
- Sub-calendar
  Required
- Event
  Required
Action
Write
- Sub-calendar
  Required
- Sub-calendar Name
  Required
- Active
  Required
- Sub-calendar Color
  Required
- Overlap Events
  Required
Action
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
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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
- Sub-calendar
  Required
Trigger
Polling
Try It
- Sub-calendar
  Required
- Time Before
  Required
- Time Before (Unit)
  Required
- Search Term
Trigger
Polling
Try It
- Sub-calendar
  Required
- Search Term
  Required
Trigger
Polling
Try It
New Sub-Calendar
Triggers when a Sub-Calendar is created.
Trigger
Polling
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- Sub-calendar Name
  Required
- Active
  Required
- Sub-calendar Color
  Required
- Overlap Events
  Required
Action
Write
- Sub-calendar
  Required
- Event
  Required
- Event Title
- Start Date
  Required
- End Date
  Required
- All Day
- Who (Event Field)
- Location (Event Field)
- Description (Event Field)
- Remote ID
Action
Write
- Remote ID
Action
Search

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 Teamup Calendar

Teamup is a calendar tool for groups and businesses. Teamup makes it easy to organize teams, schedule jobs, manage availability of people and resources, and share with any users with customizable access control.

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Related categories

Team Collaboration