Chekkit + Redtail CRM

Chekkit + Redtail CRM integrations

Create new Chekkit customers when contacts are added in Redtail CRM

Effortlessly keep your customer data up-to-date with this Redtail CRM and Chekkit workflow. When a new contact is created in Redtail CRM, this automation will instantly create a new customer in Chekkit, ensuring that your database stays consistent and ready for seamless communication between the two platforms. Say goodbye to manual data entry and hello to a streamlined customer management process.

When this happens...
Contact CreatedTriggers when a new contact is created 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
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- 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
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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
New Inbound Text Message
Triggers when you a receive a new SMS message to your Chekkit account.
Trigger
Polling
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New Textchat Message
Triggers when a new message is sent through your textchat widget.
Trigger
Polling
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- 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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