beeviral + Redtail CRM

beeviral + Redtail CRM integrations

Create or update beeviral influencers when new Redtail CRM activities are created

Streamline your influencer management process by connecting Redtail CRM and beeviral. With this workflow, every time a new activity is created in Redtail CRM, an influencer will be created or updated in beeviral. Save time and ensure consistent data across both platforms, allowing you to focus on building strong influencer relationships.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Create/Update InfluencerCreate a influencer in your campaign ou update data for existing influencer
ActionWrite

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More things you can do with Redtail CRM and beeviral

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

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.
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
- Campaing
  Required
- email
  Required
- name
  Required
- company
- phone
- IP
- request for indication? (Y or N)
  Required
Action
Write
- Campaing
  Required
- email customer / influencer
  Required
- Referee email
  Required
- Referee Name
  Required
- channel
  Required
- status
  Required
- value
- message
- phone
Action
Write
- Id Recommendation
  Required
- Status
  Required
- Value
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
New Recommendation
Triggers when a new indication is registered in the INDEXIA. Use this event to record the information in your CRM or Email Marketing Automation Software.
Trigger
Instant
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- Campaing
  Required
- email
  Required
- name
  Required
- company
- phone
- IP
- request for indication? (Y or N)
  Required
Action
Write
- Refer email
  Required
- Status
  Required
- Value
Action
Write

About beeviral

beeviral is a referral marketing automation platform.

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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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