Redtail CRM + Zadarma

Create callbacks in Zadarma for new contacts in Redtail CRM

Save time and stay connected with your clients by setting up this efficient workflow between Redtail CRM and Zadarma. Whenever a new contact is created in Redtail CRM, the automation will generate a callback in Zadarma, ensuring you reach out to your clients promptly. This seamless integration helps you stay on top of your communication obligations while eliminating manual work.

When this happens...
Contact Created
Triggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Create Callback
Creates a Callback
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.
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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
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- 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
Notify End
Triggers when a new "notify end" is created.
Trigger
Instant
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Notify Missed
Triggers when a new "notify missed" is created.
Trigger
Instant
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Notify Out End
Triggers when a new "notify out end" is created.
Trigger
Instant
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Notify Out Start
Triggers when a new "notify out start" is created.
Trigger
Instant
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Notify Start
Triggers when a new "notify start" is created.
Trigger
Instant
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- Customer NameRequired
- Customer Type
- Customer Status
- Comment
- Work Phone Number
- Personal Phone Number
- Email Work
- Email Personal
- Skype
- Telegram
- Viber
- Whatsapp
- Responsible User
Action
Write
- TitleRequired
- DescriptionRequired
- Type
- Start
- End
- All day
- Responsible User
- Phone
Action
Write
- Phone NumberRequired
Action
Write
- Facebook Messenger PSIDRequired
- Message textRequired
- Sender full name
- Time
Action
Write
- Customer IdRequired
- Customer Name
- Customer Type
- Customer Status
- Comment
- Work Phone Number
- Personal Phone Number
- Email Work
- Email Personal
- Skype
- Telegram
- Viber
- Whatsapp
- Responsible User
Action
Write
- Lead IdRequired
- Lead Name
- Lead Source
- Lead Status
- Comment
- Work Phone Number
- Personal Phone Number
- Email Work
- Email Personal
- Skype
- Telegram
- Viber
- Whatsapp
- Responsible User
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
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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
Notify Answer
Triggers when a new "notify answer" is created.
Trigger
Instant
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Notify to Facebook Messenger
Triggeres when receiving message for facebook messenger.
Trigger
Instant
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Notify Out Answer
Triggers when a new "notify out answer" is created.
Trigger
Instant
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Notify Out Missed
Triggers when a new "notify out missed" is created.
Trigger
Instant
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Notify SMS
Triggeres when receiving sms.
Trigger
Instant
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- Callback phone numberRequired
- Internal numberRequired
Action
Write
- Customer IdRequired
- contentRequired
Action
Write
- Lead NameRequired
- Lead Source
- Lead Status
- Comment
- Work Phone Number
- Personal Phone Number
- Email Work
- Email Personal
- Skype
- Telegram
- Viber
- Whatsapp
- Responsible User
Action
Write
- Phone NumberRequired
Action
Write
- Phone NumberRequired
- MessageRequired
Action
Write
- Event IdRequired
- Title
- Description
- Type
- Start
- End
- All day
- Responsible User
- Phone
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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