Redtail CRM + Unbiased Pro

Manage new Unbiased Pro enquiries by creating contacts in Redtail CRM upon status change

Initiate a seamless contact creation workflow in your Redtail CRM whenever there's an enquiry status change in your Unbiased Pro. This efficient automation quickly records new enquiries as contacts in your CRM, ensuring a smooth communication pipeline and saving valuable time in your customer management process. Make your work process more efficient with this integration, and never worry about manually transferring enquiry details again.

Initiate a seamless contact creation workflow in your Redtail CRM whenever there's an enquiry status change in your Unbiased Pro. This efficient automation quickly records new enquiries as contacts in your CRM, ensuring a smooth communication pipeline and saving valuable time in your customer management process. Make your work process more efficient with this integration, and never worry about manually transferring enquiry details again.

  1. When this happens...
    Unbiased ProUnbiased Pro
    Enquiry Status Change

    Triggers when status of an enquiry is changed.

    TriggerInstant
  2. automatically do this!
    Redtail CRMRedtail CRM
    Create Contact

    Creates a new contact in your database.

    ActionWrite
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Supported triggers and actions

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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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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About Unbiased Pro

Unbiased Pro is a UK growth platform for financial advisers, mortgage brokers, and accountants.
Learn more

Related categories

  • Marketing