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Bitly + Redtail CRM

Generate bitlinks for updated Redtail CRM contacts with Bitly

Upgrade your contact management process by connecting Redtail CRM with Bitly in this seamless automation. Whenever a contact is updated in Redtail CRM, a new Bitlink will be created in Bitly. This workflow helps you keep track of updated contact information while providing you with easy-to-share links, streamlining your communication and organization efforts.

Upgrade your contact management process by connecting Redtail CRM with Bitly in this seamless automation. Whenever a contact is updated in Redtail CRM, a new Bitlink will be created in Bitly. This workflow helps you keep track of updated contact information while providing you with easy-to-share links, streamlining your communication and organization efforts.

  1. When this happens...
    Redtail CRMRedtail CRM
    Contact Updated

    Triggers when an existing contact is updated in your database.

    TriggerInstant
  2. automatically do this!
    BitlyBitly
    Create Bitlink

    Saves a Bitlink to your user history in Bitly. Returns a shortened URL.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Redtail CRM triggers, actions, and search

    Activity Created

    Triggers when a new activity is created in your database.

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

    Activity Updated

    Triggers when an activity is updated in your database.

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

    Contact Deleted

    Triggers when a new contact is deleted in your database.

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

    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
    Try It
bitly logo
bitly logo

About Bitly

Bitly is a link management and shortener platform.
Learn moreHelp

Related categories

  • URL Shortener

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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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