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Redtail CRM + ReviewNudger + Filter by Zapier

Create ReviewNudger contacts from new matching Redtail CRM contacts

Build your ReviewNudger contact list as you add people to Redtail CRM. This Zap automatically looks up each new contact and imports their name and first available email only when the returned contact ID matches the original record; ambiguous name matches stop the Zap. Stable contact IDs prevent duplicate imports, and no review request is sent.

When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this...
Find ContactFinds an existing contact by name, email, or phone number.
ActionSearch
then do this...
Only continue if...Set up rules to specify when this Zap can continue running.
ActionFilter
then do this!
Create ContactCreates or updates a customer record without sending a review request. Useful for building a contact list from leads, forms, or CRM events.
ActionWrite

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More things you can do with these apps

Discover other triggers and actions you can use with Redtail CRM, Filter by Zapier, and more

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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- Linked To
Trigger
Polling
Try It
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
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- Subject
  Required
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write

- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- ID
  Required
- First Name
- Last Name
- Contact Status
- Contact Category
- Contact Source
- Keywords
- 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
- Search Instructions
- Search Start Date
  Required
- Search End Date
  Required
- Subject
- Contact ID
- Users
Action
Search
- Search Instructions
- Search Start Date
  Required
- Search End Date
  Required
- Subject
  Required
- Contact ID
- Users
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Search or write
- Only continue if...
  Required
Action
Filter
New Review
Triggers when a new public review is synced.
Trigger
Polling
Try It
- Appointment End Time
  Required
- Appointment ID
  Required
- Amount
- Currency
- Customer Email
- Customer Phone
- Customer Name
- Customer First Name
- Customer Last Name
- Receipt ID
- Metadata
Action
Write
- Event Time
  Required
- Payment ID
  Required
- Amount
- Currency
- Customer Email
- Customer Phone
- Customer Name
- Customer First Name
- Customer Last Name
- Receipt ID
- Metadata
Action
Write

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
Try It
Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
Try It
Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
Try It
Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
Try It
Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
Try It
Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Keywords
- 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
- ID
  Required
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- ID
  Required
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- Search Instructions
- Name
- Email
- Phone Number
Action
Search
- Search Instructions
- Name
- Email
- Phone Number
- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Keywords
- 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
Search or write
New Private Feedback
Triggers when a customer submits private feedback from a review request.
Trigger
Polling
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Review Request Sent
Triggers when a review request text or email is sent to a customer.
Trigger
Polling
Try It
- Event Time
  Required
- Receipt ID
  Required
- Customer Email
- Customer Phone
- Customer Name
- Customer First Name
- Customer Last Name
- Customer ID
- Metadata
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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Related categories

CRM (Customer Relationship Management)

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Zapier Forms

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

About ReviewNudger

ReviewNudger is a US review-request software tool that automatically sends neutral Google review requests by SMS or email after customer payments.

HelpHelp

Related categories

Beta

Customer Support

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Learn moreLearn moreHelpHelp

Related categories

Developer Tools

Zapier