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Bluetick.io + Redtail CRM

Update Bluetick.io contacts in sequence when Redtail CRM contacts are updated

Keep your contacts in sync between Redtail CRM and Bluetick.io with this seamless workflow. Whenever a contact is updated in Redtail CRM, this automation ensures that the contact information is also updated or created in Bluetick.io. Stay organized and maintain up-to-date information across both platforms with ease.

Keep your contacts in sync between Redtail CRM and Bluetick.io with this seamless workflow. Whenever a contact is updated in Redtail CRM, this automation ensures that the contact information is also updated or created in Bluetick.io. Stay organized and maintain up-to-date information across both platforms with ease.

  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
    Create/Update Contact in Sequence

    Adds a new contact or updates and existing contact's data in a sequence.

    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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