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Bluetick.io + Redtail CRM

Create and update custom fields in Bluetick.io for new Redtail CRM activities

Keep your Redtail CRM activities and Bluetick.io custom fields in sync with this automation. When a new activity is created in Redtail CRM, this workflow will set a custom field in Bluetick.io, ensuring the information stays up to date across both platforms. Maintain seamless organization and improve efficiency with this easy-to-use integration.

Keep your Redtail CRM activities and Bluetick.io custom fields in sync with this automation. When a new activity is created in Redtail CRM, this workflow will set a custom field in Bluetick.io, ensuring the information stays up to date across both platforms. Maintain seamless organization and improve efficiency with this easy-to-use integration.

  1. When this happens...
    Redtail CRMRedtail CRM
    Activity Created

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    Bluetick.ioBluetick.io
    Set Custom Field

    Adds or updates a Custom Field on an existing Contact.

    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
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About Bluetick.io

Bluetick.io is an automated email followup tool designed to help move leads through your sales funnel.

Related categories

  • Email
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redtailcrm logo

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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