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Redtail CRM + Viral Loops

Update Viral Loops participants when Redtail CRM contacts are updated

Maintain an up-to-date participant list in your Viral Loops campaigns with this efficient workflow. When a contact is updated in Redtail CRM, this automation seamlessly adds them as a participant in your Viral Loops campaign. Reduce manual effort and ensure your marketing efforts are always based on the most recent contact information.

Maintain an up-to-date participant list in your Viral Loops campaigns with this efficient workflow. When a contact is updated in Redtail CRM, this automation seamlessly adds them as a participant in your Viral Loops campaign. Reduce manual effort and ensure your marketing efforts are always based on the most recent contact information.

  1. When this happens...
    Redtail CRMRedtail CRM
    Contact Updated

    Triggers when an existing contact is updated in your database.

    TriggerInstant
  2. automatically do this!
    Viral LoopsViral Loops
    Add Participant

    Adds a participant to your 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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redtailcrm logo

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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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viral-loops logo
viral-loops logo

About Viral Loops

Viral Loops is a referral marketing platform for busy marketers and founders.

Related categories

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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