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Redtail CRM + The Blue Marble

Create and send nfts in The Blue Marble when new contacts are added in Redtail CRM

Create new contacts in Redtail CRM and effortlessly send them NFTs with this seamless workflow. When a new contact is added to your Redtail CRM, this automation will trigger The Blue Marble app to send an NFT to your new contact. Simplify your onboarding process and create a unique experience for your clients with this efficient and easy-to-set-up integration.

Create new contacts in Redtail CRM and effortlessly send them NFTs with this seamless workflow. When a new contact is added to your Redtail CRM, this automation will trigger The Blue Marble app to send an NFT to your new contact. Simplify your onboarding process and create a unique experience for your clients with this efficient and easy-to-set-up integration.

  1. When this happens...
    Redtail CRMRedtail CRM
    Contact Created

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    The Blue MarbleThe Blue Marble
    Send NFT

    Send an NFT to anyone using their email address

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Redtail CRM triggers, actions, and search

    Activity Created

    Triggers when a new activity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Updated

    Triggers when an activity is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Deleted

    Triggers when a new contact is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
    Try It
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redtailcrm logo

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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Related categories

  • CRM (Customer Relationship Management)

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the-blue-marble logo
the-blue-marble logo

About The Blue Marble

NFTs to connect brands and customers to their social and environmental missions

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