HomeActions + Redtail CRM

Add new activities in Redtail CRM as members in HomeActions with ease

Easily streamline your client management process with this workflow that connects Redtail CRM and HomeActions. When a new activity is created in Redtail CRM, a member will be seamlessly added to HomeActions, ensuring a smooth and efficient client onboarding experience. Save time and eliminate manual data entry, while keeping your contact database up-to-date and organized.

When this happens...
Activity Created
Triggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Add Member
Adds a member to your list, and subscribes them to your newsletter
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 Subscriber
Triggers when a new member is subscribed to your newsletter.
Trigger
Instant
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- EmailRequired
- First Name
- Last Name
- Company Name
- Address Line 1
- Address Line 2
- City
- State
- Zipcode
Action
Write
- EmailRequired
- First Name
- Last Name
- Company Name
- Address Line 1
- Address Line 2
- City
- State
- Zipcode
Action
Search or 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 Opportunity
Triggers when a new Opportunity is generated for your HomeActions account.
Trigger
Instant
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Updated Subscription
Triggers when information on a subscribed member is changed.
Trigger
Instant
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- Email
- First Name
- Last Name
- Company Name
- Address Line 1
- Address Line 2
- City
- State
- Zipcode
Action
Search

About HomeActions

HomeActions is a leading provider of email newsletters for real estate professionals. We deliver a simple, effective way for Real Estate professionals to consistently reach their entire group of contacts, keep referrals flowing and increase opportunities for sales.

Related categories

Email Newsletters

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