Bluetick.io + Redtail CRM

Bluetick.io + Redtail CRM integrations

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.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Set Custom FieldAdds or updates a Custom Field on an existing Contact.
ActionWrite

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More things you can do with Redtail CRM and Bluetick.io

Discover other triggers and actions you can use with Redtail CRM and Bluetick.io

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
Try It
- 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
- Sequence
Trigger
Instant
Try It
- Sequence
- Exclude Duplicates?
Trigger
Instant
Try It
- Sequence
Trigger
Instant
Try It
- Sequence
  Required
- Starting Step
- From Email Address
- Contact Email Address
  Required
- ContactHelp
- First Name
- Last Name
- Title or Position
- Company Name
- Create/Update Custom Fields
Action
Write
- Primary Email Address
  Required
- First Name
- Last Name
- Title or Position
- Company Name
Action
Write
- Contact
  Required
- Sequence
  Required
- Action
  Required
Action
Write
- Contact
  Required
- Primary Email Address
  Required
- First Name
- Last Name
- Title or Position
- Company Name
Action
Search or 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
Try It
Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
Try It
Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
Try It
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
- Sequence
Trigger
Instant
Try It
- Sequence
Trigger
Instant
Try It
- Sequence
Trigger
Instant
Try It
- Sequence
Trigger
Instant
Try It
- Contact
  Required
- Sequence
  Required
Action
Write
- Contact
  Required
- Custom Field Name
  Required
- Custom Field Value
Action
Write
- Contact
  Required
Action
Search

About Bluetick.io

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

HelpHelp

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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.

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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Update Bluetick.io custom fields when Redtail CRM contacts are updated

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