Influitive + Redtail CRM

Log custom events in Influitive for updated contacts in Redtail CRM

Keep your Redtail CRM contacts up-to-date in your Influitive events with this seamless integration. Whenever a contact is updated in Redtail CRM, this workflow will instantly log a custom event in your Influitive app. Streamline your CRM and advocacy marketing efforts by automating these connections, ensuring your advocates always have the most current information.

Keep your Redtail CRM contacts up-to-date in your Influitive events with this seamless integration. Whenever a contact is updated in Redtail CRM, this workflow will instantly log a custom event in your Influitive app. Streamline your CRM and advocacy marketing efforts by automating these connections, ensuring your advocates always have the most current information.

  1. When this happens...
    Redtail CRMRedtail CRM
    Contact Updated

    Triggers when an existing contact is updated in your database.

    TriggerInstant
  2. automatically do this!
    InfluitiveInfluitive
    Log Custom Event

    Logs a custom event

    ActionWrite
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Supported triggers and actions

influitive logo
influitive logo

About Influitive

Influitive is an app that helps you motivate and mobilize your most valued customers and advocates. Give your advocates challenges so they can help your business. Track their progress, and reward them for their efforts.

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  • Marketing Automation

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redtailcrm logo
redtailcrm logo

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)

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