Redtail CRM + VBOUT

Redtail CRM + VBOUT integrations

Create new VBOUT contacts from Redtail CRM activities and add them to a list

Stay organized and efficient with this seamless workflow between Redtail CRM and VBOUT. When a new activity is created in Redtail CRM, this automation will add the associated contact to a specified list in VBOUT. Keep your marketing lists up-to-date and ensure that your contacts receive relevant content without any manual effort.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Add Contact to ListAdds a contact to a specific email list.
ActionWrite

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More things you can do with Redtail CRM and VBOUT

Discover other triggers and actions you can use with Redtail CRM and VBOUT

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
- Campaign Type
  Required
Trigger
Polling
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- Choose Which List
  Required
- Choose Which Property
  Required
Trigger
Polling
Try It
- Choose a List
  Required
- Email Address
  Required
- IP Address
- Status
  Required
Action
Write
- Email Address
  Required
- Tag Name
  Required
Action
Write
- Campaign Recipients
  Required
- Campaign Name
  Required
- Body
  Required
- From Email
  Required
- From Name
  Required
- Reply To
  Required
- Campaign Type
  Required
- Campaign Subject
  Required
Action
Write
- Email Address
  Required
- Tag Name
  Required
Action
Write
- Contact Email
  Required
- List
  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
- Choose Which List
  Required
- Choose Which Property
  Required
Trigger
Polling
Try It
- List
  Required
Trigger
Polling
Try It
- Social Channel
  Required
Trigger
Polling
Try It
- Choose a List
  Required
- Status
  Required
- Email Address
Action
Write
- Contact Email
  Required
- Description
  Required
- Date
  Required
Action
Write
- List Name
  Required
Action
Write
- Message
  Required
- Social Media Channel
  Required
- Social Media Account
  Required
Action
Write
- Contact Email
  Required
- List
  Required
- New Status
- Update Field ID
- Update Field Value
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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Related categories

CRM (Customer Relationship Management)

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About VBOUT

VBOUT is a marketing platform which helps you optimize the customer journey with powerful email, social media and lead intelligence tools.

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Related categories

Marketing Automation

Similar apps

Zapier Forms

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

Related Zap Templates

Update VBOUT contacts with custom events from Redtail CRM contact updates

Add tags to VBOUT contacts when new activities are created in Redtail CRM