Chekkit + Redtail CRM

Chekkit + Redtail CRM integrations

Update Redtail CRM contacts and create new customers in Chekkit

Keep your customer information up-to-date across platforms with this efficient workflow. When a contact is updated in Redtail CRM, this automation will quickly update the corresponding customer in Chekkit, ensuring your records are always aligned. Save time and maintain accurate customer data by connecting Redtail CRM and Chekkit with this seamless integration.

When this happens...
Contact UpdatedTriggers when an existing contact is updated in your database.
TriggerInstant
automatically do this!
Create a New CustomerCreate a new customer (and optional message) in Chekkit.
ActionWrite

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More things you can do with Redtail CRM and Chekkit

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

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
New Review Invitation Sent
Triggers when a new review invitation is sent.
Trigger
Polling
Try It
- Full Name
  Required
- Mobile Phone
- Email
- text
Action
Write
- Customer Name
  Required
- Mobile Phone Number
- Email Address
- Message
  Required
- Employee
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
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
New Inbound Text Message
Triggers when you a receive a new SMS message to your Chekkit account.
Trigger
Polling
Try It
New Textchat Message
Triggers when a new message is sent through your textchat widget.
Trigger
Polling
Try It
- Message
  Required
Action
Write
- Customer Name
  Required
- Mobile Phone
- Email
Action
Write

About Chekkit

Chekkit is a review management and messaging tool for local business.

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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.

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