Facebook Conversions + Redtail CRM

Create Facebook Conversions purchase events for new Redtail CRM activities

Boost your marketing efforts by connecting your Redtail CRM activities with Facebook Conversions. With this automation, every time a new activity is created in Redtail CRM, it will trigger a purchase event in the Facebook Conversions app. This seamless integration helps you track conversions effectively, allowing you to better understand your customers and improve your marketing strategy.

Boost your marketing efforts by connecting your Redtail CRM activities with Facebook Conversions. With this automation, every time a new activity is created in Redtail CRM, it will trigger a purchase event in the Facebook Conversions app. This seamless integration helps you track conversions effectively, allowing you to better understand your customers and improve your marketing strategy.

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

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    Facebook ConversionsFacebook Conversions
    Send Purchase Event

    Publish purchase events to Conversions API

    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
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Created

    Triggers when a new contact is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Updated

    Triggers when an existing contact is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Deleted

    Triggers when an opportunity is deleted in your database.

    Trigger
    Instant
    Try It
facebook-conversions logo
facebook-conversions logo

About Facebook Conversions

Facebook’s Conversions lets you send information about important customer events to Facebook Server-Side API directly from your website’s server, CRM or other customer information databases. This information is useful to create powerful ads that yield better conversions.

Related categories

  • Ads & Conversion
  • Facebook
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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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier