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Bluetick.io + Redtail CRM

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

Keep your contacts' information consistent across platforms with this efficient workflow between Redtail CRM and Bluetick.io. When a contact is updated in Redtail CRM, this automation will set a custom field in Bluetick.io with the updated information. Save time and avoid manually updating contact details, ensuring a seamless experience for better customer management.

Keep your contacts' information consistent across platforms with this efficient workflow between Redtail CRM and Bluetick.io. When a contact is updated in Redtail CRM, this automation will set a custom field in Bluetick.io with the updated information. Save time and avoid manually updating contact details, ensuring a seamless experience for better customer management.

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

    Triggers when an existing contact is updated 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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bluetickio logo

About Bluetick.io

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

Related categories

  • Email
redtailcrm logo
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.
Learn moreHelp

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