Redtail CRM + Webflow

Create new Redtail CRM opportunities from Webflow form submissions

When a new form is submitted in Webflow, streamline your workflow by instantly creating an opportunity in Redtail CRM. This automation enables your CRM to stay updated with every new lead from your Webflow form, saving you the effort and time of manual entries. Focus on nurturing your opportunities instead of inputting them with this efficient process.

When this happens...
New Form Submission
Triggers when a new form submission occurs
TriggerInstant
automatically do this!
Create Opportunity
Creates a new opportunity in your database.
ActionWrite

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Supported triggers and actions

- Help Text
- SiteRequired
- FormRequired
Trigger
Instant
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- SiteRequired
Trigger
Instant
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- SiteRequired
Trigger
Instant
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- SiteRequired
- CollectionRequired
- Is Draft
Action
Write
- SiteRequired
- CollectionRequired
- Is Draft
- ItemRequired
Action
Write

- SiteRequired
- OrderRequired
- Comment
- Shipping Provider
- Shipping Tracking
Action
Write
- SiteRequired
- CollectionRequired
- Help Text
- Name
- Slug
Action
Search

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 NameRequired
- Last NameRequired
- 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
- IDRequired
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- IDRequired
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write

- SiteRequired
Trigger
Instant
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- SiteRequired
Trigger
Polling
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- SiteRequired
- CollectionRequired
- Is Draft
Action
Write
- SiteRequired
- OrderRequired
- Send Order Fulfilled EmailRequired
Action
Write
- SiteRequired
- CollectionRequired
- Is Draft
- Archived
- ItemRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- SiteRequired
- CollectionRequired
- Help Text
- Name
- Slug
Action
Search
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
Try It
- SubjectRequired
- Start DateRequired
- End DateRequired
- All DayRequired
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- NameRequired
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- IDRequired
- 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

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 more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Webflow

Design and build professional websites with a CMS from scratch online with Webflow.

Related categories

Website Builders

Redtail CRM + Webflow

Create new Redtail CRM opportunities from Webflow form submissions

New Form Submission

New Order

Updated Order

Create Live Item

Update Item

Update Order

Find Item

Activity Created

Activity Updated

Contact Deleted

Opportunity Created

Opportunity Updated

Workflow Step Task Completed

Create Contact

Update Activity

Update Opportunity

New Comment

New Resolved Comment Thread

Create Item

Fulfill Order

Update Live Item

API Request (Beta)

Find Live Item

Activity Deleted

Contact Created

Contact Updated

Opportunity Deleted

Workflow Step Completed

Create Activity

Create Opportunity

Update Contact

About Redtail CRM

Related categories

Similar apps

Zapier Interfaces

About Webflow

Related categories

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Unbounce

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Zapier Interfaces