Redtail CRM + Soundwise

Create Soundwise listeners from new Redtail CRM activities for seamless enrollment and updates

Automate your Redtail CRM and Soundwise workflows to keep your contact information updated efficiently. With this automation, every time a new activity is created in Redtail CRM, the contact will be enrolled or updated as a listener in Soundcast. This ensures your Soundwise listener database stays current and manages your contacts seamlessly.

Automate your Redtail CRM and Soundwise workflows to keep your contact information updated efficiently. With this automation, every time a new activity is created in Redtail CRM, the contact will be enrolled or updated as a listener in Soundcast. This ensures your Soundwise listener database stays current and manages your contacts seamlessly.

  1. When this happens...
    Redtail CRMRedtail CRM
    Activity Created

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    SoundwiseSoundwise
    Enroll/Update Listener in Soundcast

    Adds a listener's email address to a soundcast's invitee list, and sends an email to the listener with instructions to access the soundcast. If the email address is associated with an existing listener account on Soundwise, the listener will be automatically subscribed to the said soundcast. If the email address doesn't have a Soundwise account yet, the listener will be subscribed to the soundcast as soon as they create an account on Soundwise using the same email address. If the soundcast subscription is renewed periodically, the listener's subscription will be updated when their next subscription period starts.

    ActionWrite
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Supported triggers and actions

  • Redtail CRM triggers, actions, and search

    Activity Deleted

    Triggers when an activity is deleted in your database.

    Trigger
    Instant
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  • Redtail CRM triggers, actions, and search

    Contact Created

    Triggers when a new contact is created in your database.

    Trigger
    Instant
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  • Redtail CRM triggers, actions, and search

    Contact Updated

    Triggers when an existing contact is updated in your database.

    Trigger
    Instant
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  • Redtail CRM triggers, actions, and search

    Opportunity Deleted

    Triggers when an opportunity is deleted in your database.

    Trigger
    Instant
    Try It
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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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Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About Soundwise

Soundwise is a platform for selling audio courses, audiobooks, premium podcasts and other audio programs.

Related categories

  • Online Courses