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Redtail CRM + UpViral

Create new UpViral contacts from Redtail CRM activities

Easily track your Redtail CRM activities and boost your marketing efforts by adding new contacts to UpViral. This automation workflow creates a new contact in UpViral whenever a new activity is created in Redtail CRM. Save time and enhance your marketing campaigns by keeping your contact lists up-to-date with minimal effort.

Easily track your Redtail CRM activities and boost your marketing efforts by adding new contacts to UpViral. This automation workflow creates a new contact in UpViral whenever a new activity is created in Redtail CRM. Save time and enhance your marketing campaigns by keeping your contact lists up-to-date with minimal effort.

  1. When this happens...
    Redtail CRMRedtail CRM
    Activity Created

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    UpViralUpViral
    Add Contact

    Adds a new contact to a campaign.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Redtail CRM triggers, actions, and search

    Activity Created

    Triggers when a new activity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Updated

    Triggers when an activity is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Deleted

    Triggers when a new contact is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
    Try It
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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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Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About UpViral

UpViral is a referral platform to run viral giveaways and sweepstakes.

Related categories