Dux-Soup + Redtail CRM

Create Dux-Soup profiles when new Redtail CRM activities are added

Enhance your lead management process with this seamless workflow between Redtail CRM and Dux-Soup. Whenever a new activity is created in Redtail CRM, this automation will generate a Connect Profile in Dux-Soup, helping you stay organized and focused on building strong relationships with your leads. Save time and increase efficiency in your sales and marketing efforts with this powerful integration.

When this happens...
Activity Created
Triggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Connect Profile
Add a Connection Request action to the activity queue.
ActionWrite

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Supported triggers and actions

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
New LinkedIn Connection Event
Trigger when a connection has been added.
Trigger
Instant
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- Filter
Trigger
Instant
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- Profile URL to disconnectRequired
- Delay the action at least until
- Force the action, ignoring all exclusion rules
Action
Write
- Profile URL to enrollRequired
- Target Campaign
- Delay the action at least until
- Force the action, ignoring all exclusion rules
Action
Write
- Target Profile URL (Sales Nav only)Required
- Message subject to useRequired
- Message template to useRequired
- Include in Campaign
- Delay the action at least until
- Force the action, ignoring all exclusion rules
Action
Write
- Profile URL to save as lead (SalesNav only)Required
- Delay the action at least until
- Force the action, ignoring all exclusion rules
Action
Write
- Profile URL to tagRequired
- Tags to apply (comma separated) Required
- Delay the action at least until
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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- 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
New Dux-Soup Action Event
Trigger when a queued action executes.
Trigger
Instant
Try It
New LinkedIn Message Event
Trigger when a new message is received.
Trigger
Instant
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- Profile URL to connectRequired
- Message template to use
- Delay the action at least until
- Force the action, ignoring all exclusion rules
Action
Write
- Profile URL to endorse (regular LI)Required
- Top (+) or bottom (-) # skills to endorse, max 5, defaults to 1
- Delay the action at least until
- Force the action, ignoring all exclusion rules
Action
Write
- Profile URL to follow (regular LI)Required
- Delay the action at least until
- Force the action, ignoring all exclusion rules
Action
Write
- Profile URL to messageRequired
- Message template to useRequired
- Include in Campaign
- Delay the action at least until
- Force the action, ignoring all exclusion rules
Action
Write
- Profile URL to save (regular LI)Required
- Delay the action at least until
- Force the action, ignoring all exclusion rules
Action
Write
- Profile URL to visitRequired
- Delay the action at least until
Action
Write

About Dux-Soup

Dux-Soup is LinkedIn automation software to find leads and engage with prospects.

Learn more

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

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

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

Related Zap Templates

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Dux-Soup + Redtail CRM

Create Dux-Soup profiles when new Redtail CRM activities are added

Activity Created

Activity Updated

Contact Deleted

Opportunity Created

Opportunity Updated

Workflow Step Task Completed

Create Contact

Update Activity

Update Opportunity

New LinkedIn Connection Event

New Profile Visit Event

Disconnect Profile

Enroll Profile

InMail Profile

Save Profile as Lead

Tag Profile

Activity Deleted

Contact Created

Contact Updated

Opportunity Deleted

Workflow Step Completed

Create Activity

Create Opportunity

Update Contact

New Dux-Soup Action Event

New LinkedIn Message Event

Connect Profile

Endorse Profile

Follow Profile

Message Profile

Save Profile to PDF

Visit Profile

About Dux-Soup

Related categories

Similar apps

Zapier Interfaces

About Redtail CRM

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates