Integrate Redtail CRM with Referral Rock to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Zapier makes it easy to integrate Redtail CRM with Referral Rock - no code necessary. See how you can get setup in minutes.

Select a trigger from Redtail CRM

A trigger is an event that starts your Zap and runs the workflow. For example, with Redtail CRM, a trigger could be "Activity Created."

A trigger is the event that kicks off your automated workflow.

Setup an action from Referral Rock

An action is what takes place after the automation is triggered. For example, with Referral Rock, the action could be "Add Member."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Redtail CRM to Referral Rock

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Set up your first integration

Quickly connect Redtail CRM to Referral Rock with a Zapier template.

Our most popular template

Create referrals in Referral Rock for new activities in Redtail CRM
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Redtail CRM + Referral Rock

Create referrals in Referral Rock for new activities in Redtail CRM

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Redtail CRM + Referral Rock

Make work flow with AI

Level up your Redtail CRM to Referral Rock integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Redtail CRM and Referral Rock to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

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The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Redtail CRM and Referral Rock to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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
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- First Name
  Required
- Last Name
  Required
- Contact Status
- Activity 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

- ID
  Required
- Subject
  Required
- Description
- Activity Type
- Activity Category
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Location
- Priority
- Importance
Action
Write
- ID
  Required
- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
New Referral
Triggers when a new referral is created.
Trigger
Instant
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Updated Member
Triggers when a member is updated.
Trigger
Instant
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- Program
  Required
- First Name
  Required
- Email
  Required
- Last Name
- Address Line
- Address Line 2
- Referral Code
- Phone Number
- Date of Birth
- City
- Country Subdivision
- Country
- Postal Code
- Password
- External Id
- Disabled Flag
- Custom Override URL
- Custom Option 1 Name
- Custom Option 1 Value
- Custom Text 1 Name
- Custom Text 1 Value
- Custom Text 2 Name
- Custom Text 2 Value
- Send Registration Email
- Payout Type
- Payout Use Default Values
- Payout Email
Action
Write
- First Name
  Required
- Last Name
- Email
  Required
- Referral Code
- Amount
- Company Name
- Phone Number
- Note
- Public Note
- External Id
- Preferred Form of Contact
- Custom Option 1 Name
- Custom Option 2 Name
- Custom Text 1 Name
- Custom Text 2 Name
- Custom Text 3 Name
- Custom Option 1 Value
- Custom Option 2 Value
- Custom Text 1 Value
- Custom Text 2 Value
- Custom Text 3 Value
Action
Write
- Referral
  Required
- Program
  Required
- Amount
- Status
- First Name
  Required
- Last Name
- Phone Number
- Email
  Required
- Company Name
- Public Note
- Note
- Preferred Form of Contact
- External Id
- Custom Option 1 Name
- Custom Option 2 Name
- Custom Text 1 Name
- Custom Text 2 Name
- Custom Text 3 Name
- Custom Option 1 Value
- Custom Option 2 Value
- Custom Text 1 Value
- Custom Text 2 Value
- Custom Text 3 Value
Action
Write
- Query
Action
Search
- Email
  Required
- Referral
  Required
- External Id
Action
Search

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
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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
  Required
- Last Name
  Required
- Contact Status
- Activity 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
New Member
Triggers when a new member signs up.
Trigger
Instant
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New Reward
Triggers when a new reward is created.
Trigger
Instant
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Updated Referral
Triggers when a referral is updated.
Trigger
Instant
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- First Name
  Required
- Last Name
- Email
  Required
- Contact Type
  Required
Action
Write
- Amount
- Referral Query
- Program Query
- Name
  Required
- External Id
Action
Write
- Email
  Required
Action
Write
- Program Name
  Required
Action
Search
- Email
  Required
- Referral
  Required
- External Id
- First Name
  Required
- Last Name
- Referral Code
- Amount
- Company Name
- Phone Number
- Note
- Public Note
- External Id
- Preferred Form of Contact
- Custom Option 1 Name
- Custom Option 2 Name
- Custom Text 1 Name
- Custom Text 2 Name
- Custom Text 3 Name
- Custom Option 1 Value
- Custom Option 2 Value
- Custom Text 1 Value
- Custom Text 2 Value
- Custom Text 3 Value
Action
Search or write

Learn how to automate Redtail CRM on the Zapier blog

Learn how to automate Referral Rock on the Zapier blog

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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