Redtail CRM + Viral Loops

Redtail CRM + Viral Loops integrations

Create Viral Loops participants from new Redtail CRM contacts

Boost your Viral Loops campaigns by effortlessly adding new participants when you create a contact in Redtail CRM. With this automation, every time a new contact is created in Redtail CRM, they will be added as a participant in your Viral Loops campaign, expanding your campaign reach and increasing the chances of going viral. Simplify your processes and ensure valuable contacts are included in your marketing efforts.

When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Add ParticipantAdds a participant to your campaign
ActionWrite

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More things you can do with Redtail CRM and Viral Loops

Discover other triggers and actions you can use with Redtail CRM and Viral Loops

Activity Created
Triggers when a new activity is created in your database.
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Instant
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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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Instant
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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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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
New Conversion Count
Triggers when the conversion count of a participant changes, eg. if they go from 5 conversions to 6. Available only for the Milestone Referral, and Altruistic Referral templates.
Trigger
Instant
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New Participant
Triggers when a new participant is added to your campaign. Available in all templates.
Trigger
Instant
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Reward Redeemed
Triggers when a reward is redeemed via the Campaign Dashboard or the API. Available only for the Milestone Referral, Refer a Friend and Viral Loops for Shopify templates.
Trigger
Instant
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- Email
  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
New Conversion
Triggers when a participant from your campaign is converted. Available only for the Universal Referral, Milestone Referral, Online-to-Offline and Altruistic Referral templates.
Trigger
Instant
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Milestone Reached
Triggers when a participant reaches a milestone. Available for the Milestone Referral and Viral Loops for Shopify templates.
Trigger
Instant
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New Referral Count
Triggers when the referral count of a participant changes, eg. if they go from 5 referrals to 6. Available for all templates.
Trigger
Instant
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- Email
  Required
- First name
- Last name
- Referral code
Action
Write
- Participant's Email
  Required
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 Viral Loops

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

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