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...
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

What does this mean?

- Site NameRequired
- Form NameRequired
Trigger
Instant
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- SiteRequired
Trigger
Instant
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- Site
- CollectionRequired
Action
Write
- SiteRequired
- OrderRequired
- Reason
Action
Write
- Site
- CollectionRequired
- ItemRequired
Action
Write

- SiteRequired
- OrderRequired
- Comment
- Shipping Provider
- Shipping Tracking
Action
Write
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
Try It
- Site
- CollectionRequired
Action
Write
- SiteRequired
- OrderRequired
Action
Write
- SiteRequired
- OrderRequired
Action
Write
- Site
- CollectionRequired
- ItemRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
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
- 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 Help

Related categories

CRM (Customer Relationship Management)

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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.

Help

Related categories

Website Builders

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WordPress (Legacy)

Website Builders, WordPress

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Forms & Surveys

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PRODUCTS

CAPABILITIES

By team

Redtail CRM + Webflow

Create new Redtail CRM opportunities from Webflow form submissions

Form Submission

Form NameRequired

Updated Order

SiteRequired

Create Live Item

Site

CollectionRequired

Refund Order

SiteRequired

OrderRequired

Reason

Update Item

Site

CollectionRequired

ItemRequired

Update Order

SiteRequired

OrderRequired

Comment

Shipping Provider

Shipping Tracking

Activity Created

Activity Updated

Contact Deleted

Opportunity Created

Opportunity Updated

Workflow Step Task Completed

Create Contact

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

Update Activity

IDRequired

Subject

Description

Activity Type

Activity Category

Start Date

End Date

All Day

Location

Priority

Importance

Update Opportunity

IDRequired

Name

Description

Assigned To

Stage