Redtail CRM + The Value Builder System™

Redtail CRM + The Value Builder System™ integrations

Create The Value Builder System™ contacts from newly created Redtail CRM contacts

Effortlessly manage your contacts between Redtail CRM and The Value Builder System™ with this workflow. Whenever a new contact is created in Redtail CRM, it automatically generates a corresponding contact in The Value Builder System™ using their email address. Save time and maintain consistency across platforms by seamlessly integrating your contact information management.

When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Create Contact From EmailCreate a new contact based on email address.
ActionWrite

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More things you can do with Redtail CRM and The Value Builder System™

Discover other triggers and actions you can use with Redtail CRM and The Value Builder System™

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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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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Instant
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Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
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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
Clicked Email by Contact
Triggers when a contact clicks a link on CTA in an email.
Trigger
Instant
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Open/Click Contact Email
Triggers when a contact interacts with an email (open, click).
Trigger
Instant
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Engagement Program Activated
Triggers when an engagement program is activated for a contact.
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Instant
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Unsubscribe Contact From Nurture Cycle
Triggers when a contact unsubscribes from Nurture Cycle.
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Instant
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- Email
  Required
Action
Write
- Email
  Required
- Subject
  Required
- Note
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Company Name
  Required
- Country
  Required
Action
Write
- To
  Required
- Subject
  Required
- Body Type
  Required
- Body
  Required
Action
Write
- Email
  Required
Action
Write
- Email
  Required
Action
Search

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.
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Instant
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Contact Updated
Triggers when an existing contact is updated in your database.
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Instant
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Opportunity Deleted
Triggers when an opportunity is deleted in your database.
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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 Activity Feed
Triggers when a new activity feed is added to Value Builder.
Trigger
Instant
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Opened Email by Contact
Triggers when a contact opens an email.
Trigger
Instant
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Sent Email to Contact
Triggers when a contact is sent an email.
Trigger
Instant
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New Contact
Triggers when a new contact is added to Value Builder.
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Instant
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Update Contact
Triggers when a specified property is updated on any contact.
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Instant
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- Email
  Required
- Title
  Required
- Description
  Required
- Date
  Required
Action
Write
- Email
  Required
- Tag
  Required
Action
Write
- Email
  Required
Action
Write
- Email
  Required
- What is the purpose of opening this engagement?
  Required
- Who are you opening the engagement for?
  Required
- Is the Business Owner paying for the engagement?
  Required
- Would it be helpful to discuss this engagement with your Customer Success Manager?
  Required
Action
Write
- Email
  Required
- First Name
  Required
- Last Name
  Required
- Company Name
  Required
- Country
  Required
- City
- Address
- Phone
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 The Value Builder System™

Value Builder is sales & marketing software purpose-built for business advisors to find, win and keep their best clients.

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