Bubble + Redtail CRM

Bubble + Redtail CRM integrations

Update Bubble workflows when Redtail CRM contacts are updated

Keep your Bubble app in sync with your Redtail CRM contacts effortlessly. With this automation workflow, whenever a contact is updated in Redtail CRM, it will trigger a corresponding API workflow in your Bubble app. This ensures your customer data remains consistent across both platforms, saving you time and reducing manual data entry errors.

When this happens...
Contact UpdatedTriggers when an existing contact is updated in your database.
TriggerInstant
automatically do this!
Trigger API WorkflowKick off an API workflow
ActionWrite

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More things you can do with Redtail CRM and Bubble

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

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
- App_id
  Required
- App_version
  Required
- Data_type
  Required
Action
Write
- App_id
  Required
- App_version
  Required
- API Workflow
  Required
Action
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
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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
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- 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
- App_id
  Required
- App_version
  Required
- Zap_id
  Required
Trigger
Instant
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- App_id
  Required
- App_version
  Required
- Data_type
  Required
- Thing_id
  Required
Action
Write
- App_id
  Required
- App_version
  Required
- Data_type
  Required
- Search_field
  Required
- Search Constraint
  Required
- Search Term
  Required
Action
Search

About Bubble

Bubble is a visual programming platform to build web apps without code.

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App Builder

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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.