Hello Audio + Redtail CRM

Update Hello Audio listeners when Redtail CRM contacts are modified

Keep your Hello Audio listeners up to date with this automation. When a contact is updated in Redtail CRM, this workflow adds them as a listener in Hello Audio, ensuring they have access to your latest audio content. Save time and stay connected with your audience by letting this integration handle the updates for you.

When this happens...
Contact Updated
Triggers when an existing contact is updated in your database.
TriggerInstant
automatically do this!
Add Listener
Adds a listener in Hello Audio.
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
Try It

Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
Try It
- 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
- FeedRequired
Trigger
Polling
Try It
- Feed Id
- Lower LimitRequired
- Upper LimitRequired
Trigger
Polling
Try It
- FeedRequired
- Media URLRequired
- Episode Title
- Published Status
- Episode Description
- Scheduled Publish Date (Date-Based feeds only)
- Drip Days (Drip feeds only)
- Drip Expiration (Drip Feeds Only)
- Season (Seasonal Feeds only)
- Explicit Content (Public Feeds Only)
- Limit to Listeners with Tag
Action
Write
- Feed IDRequired
- EmailRequired
- Listener Status
- Start Date
- Re-activate Subscribe Page
Action
Write
- Feed IDRequired
- Listener's Email AddressRequired
- Custom Email Message
Action
Write

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
Try It
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
- Feed
Trigger
Polling
Try It
- Feed
- Episode
Trigger
Polling
Try It
- Feed IdRequired
- Number of DownloadsRequired
Trigger
Polling
Try It
- FeedRequired
- EmailRequired
- Send Email?Required
- Email Content
Action
Write
- EmailRequired
- First Name
- Last Name
- Full Name
- Phone
- Add Tags
- Remove Tags
Action
Write

About Hello Audio

HelloAudio.fm is the audio host for digital marketers and course creators to reach their audience where they’re already listening.

Learn more

Related categories

Video & Audio

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