Redtail CRM + Stikkum

Redtail CRM + Stikkum integrations

Create and update Stikkum leads when new Redtail CRM activities are added

Streamline your lead management process by connecting Redtail CRM to Stikkum. With this workflow, whenever you create a new activity in Redtail CRM, it instantly updates or saves the corresponding lead in Stikkum. Stay organized and ensure a smoother follow-up process for your leads, all while saving time and effort.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Save or Update ContactsSaves the contact in your Stikkum database. If a lead with the same first name, last name, and contact information already exists in the database, it will be updated with the new data. Otherwise, a new lead entry will be created.
ActionWrite

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More things you can do with Redtail CRM and Stikkum

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

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.
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Instant
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Opportunity Created
Triggers when a new opportunity is created in your database.
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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
- Behavior Events
  Required
Trigger
Instant
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- First Name
- Last Name
- Database Name
  Required
- Email
- Mobile Number
- Phone Number
- SSN
- Address
- City
- State
- Zip Code
- Company Name
- Agent Full Name
- Agent First Name
- Agent Last Name
- Agent Email
- Agent Mobile Number
- Agent Phone Number
- Date of Birth
- Closing Date
- Type of loan
- EPO Date
- Fields to Exclude from Update
Action
Write
- First Name
  Required
- Last Name
  Required
- Address
  Required
- Database Name
  Required
- Snooze Period (days)
  Required
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.
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 Credit Pull Alerts
Triggers when a new credit pull alert is generated.
Trigger
Instant
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- iLink Alert Name
  Required
- First Name
  Required
- Last Name
  Required
- Email
- Mobile Number
- Phone Number
- SSN
- Address
- State
- City
- Zip Code
- Agent First Name
- Agent Last Name
- Agent Email
- Agent Mobile Number
- Agent Phone Number
Action
Write
- First Name
  Required
- Last Name
  Required
- Address
- Email
- Phone
Action
Write
- From database
  Required
- To database
  Required
- Note:
- First Name
- Last Name
- Email
- Mobile Number
- Phone Number
- Address
- Zipcode
Action
Write

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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About Stikkum

Stikkum is a platform for the mortgage industry with retention alerts and automation that continuously monitors a mortgage broker’s client base.