Redtail CRM + WebinarKit

Redtail CRM + WebinarKit integrations

Create new contacts in Redtail CRM from new webinar registrations in WebinarKit

Easily keep your Redtail CRM updated with the latest registrants on your WebinarKit without lifting a finger. This automation process registers new webinar attendees in WebinarKit and instantly creates corresponding new contacts in Redtail CRM. Streamline your workflow, stay organized, and enrich your contact list in real-time without manual data entry.

When this happens...
New Webinar RegistrationTriggers when someone registers for a webinar.
TriggerInstant
automatically do this!
Create ContactCreates a new contact in your database.
ActionWrite

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More things you can do with WebinarKit and Redtail CRM

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

- Webinar
  Required
Trigger
Instant
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- Email
  Required
Action
Write
- Webinar
  Required
- Webinar Time & Date
  Required
- First Name
- Last Name
- Email
- Phone Number Country Code
- Phone Number
- Time Zone
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Field 5
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 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
  Required
Action
Write
- Email
  Required
- Name
- Password
  Required
- Subaccount Type
  Required
- Subaccount features
  Required
Action
Write
- Email
  Required
- New Email
- Name
- Password
- Subaccount Type
- Subaccount Features
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
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
- 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

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 WebinarKit

WebinarKit is a beautiful, modern, automated webinar platform that helps you get more sales.

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Marketing