Redtail CRM + Verifalia

Redtail CRM + Verifalia integrations

Create and verify email addresses for new Redtail CRM contacts with Verifalia

Maintain accurate email records in Redtail CRM with this seamless workflow that helps you verify email addresses upon contact creation. When a new contact is created in Redtail CRM, their email address is instantly sent to the Verifalia app for validation. This simple and efficient process ensures your CRM's email lists remain up-to-date and accurate, ultimately improving your communication efforts.

When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Verify Email AddressVerifies a single email address and checks if it is properly formatted, really exists and can accept mails, if it is a free or a business mail, flagging spam traps, role accounts, disposable and catch-all addresses - and much more.
ActionWrite

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More things you can do with Redtail CRM and Verifalia

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

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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Instant
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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
- Email Address to Verify
  Required
- Expected Result Quality Level
- Data Retention Period
Action
Write
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Action
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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.
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
- Job ID
  Required
Action
Write
- Input File
  Required
- Input File Format (MIME Type)
- Starting Row
- Ending Row
- Line Ending
- Column Delimiter
- Column
- Sheet
- Output File Format (MIME Type)
  Required
- Expected Result Quality Level
- Duplicates Detection
- Data Retention Period
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 Verifalia

Verifalia is a fast and accurate email verification service which identifies deliverable, invalid, or otherwise risky email addresses in real-time: it stops bad and low-quality emails getting into your systems, reduces bounce rates and keeps your campaigns deliverable.

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