Redtail CRM + VBOUT

Redtail CRM + VBOUT integrations

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

Effortlessly organize and categorize your leads by connecting Redtail CRM and VBOUT. This automation workflow kicks in whenever a new activity is created in Redtail CRM, ensuring that the corresponding contact is tagged in VBOUT. Streamline your sales process, save time, and manage your leads more effectively by setting up this seamless integration.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Add Tag to ContactAdds the tag to the contact
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
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
- Campaign Type
  Required
Trigger
Polling
Try It
- 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
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
- 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

Create custom events in VBOUT for new Redtail CRM activities and update contacts

Update VBOUT contacts with custom events from Redtail CRM contact updates