Redtail CRM + TrafficWave.net

Redtail CRM + TrafficWave.net integrations

Add new Redtail CRM activities as subscribers in TrafficWave.net

Stay on top of new activities in your Redtail CRM by automating your marketing communication with this workflow. When a new activity is created in Redtail CRM, a subscriber will be added to your TrafficWave.net list, ensuring seamless engagement with your contacts. Save time and maintain consistent communication with your audience using this efficient automation.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Add SubscriberAdd a Subscriber to a TrafficWave.net Campaign
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Redtail CRM and TrafficWave.net

Discover other triggers and actions you can use with Redtail CRM and TrafficWave.net

Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
Try It
Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
Try It
Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
Try It
Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
Try It
Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
Try It

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
- Email Address
  Required
- Campaign
Action
Write
- Email Address
  Required
Action
Search

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
- Email Address
  Required
- Campaign
  Required
- If Found?
  Required
- Salutation
- Full Name
- First Name
- Last Name
- Company Name
- Postal Address
- City
- State/Province
- Country
- Postal Zip Code
- Phone
- Fax
- Gender
- Birthday
- Campaign Custom Field #1
- Campaign Custom Field #2
- Campaign Custom Field #3
- Campaign Custom Field #4
- Campaign Custom Field #5
- Campaign Custom Field #6
- Campaign Custom Field #7
- Campaign Custom Field #8
- Campaign Custom Field #9
- Subscriber Tags
Action
Write
- Email Address
  Required
- Full Name
- First Name
- Last Name
- Company Name
- Salutation
- Postal Address
- City
- State/Province
- Postal Zip Code
- Country
- Phone
- Fax
- Gender
- Birthday
- Campaign
- Campaign Custom Field #1
- Campaign Custom Field #2
- Campaign Custom Field #3
- Campaign Custom Field #4
- Campaign Custom Field #5
- Campaign Custom Field #6
- Campaign Custom Field #7
- Campaign Custom Field #8
- Campaign Custom Field #9
- Add Tags
- Remove Tags
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.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About TrafficWave.net

TrafficWave is a powerful and easy-to-use email marketing platform that will help you start growing your business and stay connected with your customers.

HelpHelp

Related categories

Email Newsletters