Redtail CRM + VBOUT

Create new VBOUT contacts from Redtail CRM activities and add them to a list

Stay organized and efficient with this seamless workflow between Redtail CRM and VBOUT. When a new activity is created in Redtail CRM, this automation will add the associated contact to a specified list in VBOUT. Keep your marketing lists up-to-date and ensure that your contacts receive relevant content without any manual effort.

When this happens...
Activity Created
Triggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Add Contact to List
Adds a contact to a specific email list.
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
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
- Campaign TypeRequired
Trigger
Polling
Try It
- Choose Which ListRequired
- Choose Which PropertyRequired
Trigger
Polling
Try It
- Choose a ListRequired
- Email AddressRequired
- IP Address
- StatusRequired
Action
Write
- Email AddressRequired
- Tag NameRequired
Action
Write
- Campaign RecipientsRequired
- Campaign NameRequired
- BodyRequired
- From EmailRequired
- From NameRequired
- Reply ToRequired
- Campaign TypeRequired
- Campaign SubjectRequired
Action
Write
- Email AddressRequired
- Tag NameRequired
Action
Write
- Contact EmailRequired
- ListRequired
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
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
- Choose Which ListRequired
- Choose Which PropertyRequired
Trigger
Polling
Try It
- ListRequired
Trigger
Polling
Try It
- Social ChannelRequired
Trigger
Polling
Try It
- Choose a ListRequired
- StatusRequired
- Email Address
Action
Write
- Contact EmailRequired
- DescriptionRequired
- DateRequired
Action
Write
- List NameRequired
Action
Write
- MessageRequired
- Social Media ChannelRequired
- Social Media AccountRequired
Action
Write
- Contact EmailRequired
- ListRequired
- New Status
- Update Field ID
- Update Field Value
Action
Write

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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