BunkerDB + Redtail CRM

BunkerDB + Redtail CRM integrations

Create new BunkerDB records when Redtail CRM activities are created

Effortlessly keep track of your Redtail CRM activities by instantly adding new records to your BunkerDB with this seamless workflow. When a new activity is created in Redtail CRM, the pertinent information will be sent directly to BunkerDB for easy recordkeeping and organization. Simplify your data management process and stay on top of your tasks with this efficient automation.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
ActionWrite

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More things you can do with Redtail CRM and BunkerDB

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

Activity Created
Triggers when a new activity is created in your database.
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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.
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Instant
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Opportunity Updated
Triggers when an opportunity is updated in your database.
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Instant
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Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
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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
- Event Time
  Required
- Order ID
- External Sale ID
  Required
- Value
  Required
- Currency
- Match Key 1
  Required
- Match Value 1
  Required
- Match Key 2
- Match Value 2
Action
Write

Activity Deleted
Triggers when an activity is deleted in your database.
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Instant
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Contact Created
Triggers when a new contact is created in your database.
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Instant
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Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
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Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
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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
- First Name
- Last Name
- Email
- Address
- City
- Zip Code
- State
- Country
- Birthday
- Cellphone Number
- Document Country
- Document Type
- Document
- External ID
- Gender
- Obteined Time
- Phone Number
- Platform
- Brand Optin
- Corporate Optin
- Mail Optin
- SMS Optin
- utm_medium
- utm_source
- utm_campaign
- utm_term
- utm_content
- Facebook Ad ID
- Facebook Ad Name
- Facebook Adset ID
- Facebook Adset Name
- Facebook Campaign ID
- Facebook Campaign Name
- Facebook Form ID
- Facebook Is Organic
- Facebook Lead ID
Action
Write

About BunkerDB

BunkerDB is a platform in which you can store, group, filter, segment your customers and trigger actions on them.

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Related categories

CRM (Customer Relationship Management)

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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.