Bitrix24 CRM + Redtail CRM

Bitrix24 CRM + Redtail CRM integrations

Create Bitrix24 CRM deals when new Redtail CRM activities are added

Effortlessly keep track of your Redtail CRM activities and Bitrix24 CRM deals with this seamless workflow. When a new activity is created in Redtail CRM, a corresponding deal action will be added to Bitrix24 CRM. This automation helps ensure that all important details are captured and accessible in both CRMs, making it easier to manage your sales process and client relationships.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Deal ActionDeal create or update action.
ActionWrite

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More things you can do with Redtail CRM and Bitrix24 CRM

Discover other triggers and actions you can use with Redtail CRM and Bitrix24 CRM

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
- 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

- 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
- Event
  Required
Trigger
Instant
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- Event
  Required
Trigger
Instant
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- Event
  Required
- Entity Type Id
  Required
Trigger
Instant
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Task Trigger (Delete)
Fires when a task is deleted.
Trigger
Instant
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- Author ID
  Required
- Blogpost Title
  Required
- Message
  Required
Action
Write
- Autoload fields
- Action
  Required
Action
Write
- Autoload fields
- Action
  Required
Action
Write
- Autoload fields
- Action
  Required
Action
Write
- Task Title
  Required
- Responsible User ID
  Required
- Created By
- Task Deadline
- Task Description
- Start Date Plan
- End Date Plan
- Priority
- Accomplices
- Auditors
- Tags
- Allow change deadline
- Task Control
- Parent ID
- Depends On
- Group ID
- Time estimate
- Decline reason
- Status
- Duration Plan
- Duration Type
- Mark
- Allow time tracking
- Add in Report
- Site ID
- Match Work Time
- Associated company
- Associated contact
Action
Write
- Select field names to filter
  Required
Action
Search
- Select field names to filter
  Required
Action
Search
- Select field names to filter
  Required
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
Try It
- 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
- 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
- Event
  Required
Trigger
Instant
Try It
- Event
  Required
Trigger
Instant
Try It
- Event
  Required
Trigger
Instant
Try It
Task Trigger (Add)
Fires when a new task is added.
Trigger
Instant
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Task Trigger (Update)
Fires when a task is updated.
Trigger
Instant
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- Autoload fields
- Action
  Required
Action
Write
- Autoload fields
- Action
  Required
Action
Write
- User ID
  Required
- Message
  Required
- Type
  Required
Action
Write
- Autoload fields
- Action
  Required
- Entity Type Id
  Required
Action
Write
- Task ID
  Required
- Task Title
- Responsible User ID
- Created By
- Task Deadline
- Task Description
- Start Date Plan
- End Date Plan
- Priority
- Accomplices
- Auditors
- Tags
- Allow change deadline
- Task Control
- Parent ID
- Depends On
- Group ID
- Time estimate
- Decline reason
- Status
- Duration Plan
- Duration Type
- Mark
- Allow time tracking
- Add in Report
- Site ID
- Match Work Time
- Associated company
- Associated contact
Action
Write
- Select field names to filter
  Required
Action
Search
- Select field names to filter
  Required
Action
Search
- Entity Type Id
  Required
- Select field names to filter
  Required
Action
Search

About Bitrix24 CRM

Bitrix24 is a free CRM, project management and collaboration platform used by 10 million teams and available in 18 different languages.

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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.