Redtail CRM + Uniqode

Redtail CRM + Uniqode integrations

Create new Redtail CRM contacts from newly created Uniqode leads

Streamline your sales process with this automation between Uniqode and Redtail CRM. Everytime a new lead is generated in Uniqode, their details will be seamlessly filed as a new contact in your Redtail CRM. Enjoy a more efficient workflow, freeing up your time to focus on forging lasting connections with your leads.

When this happens...
New Lead CreatedTriggers when a new lead is created in your Beaconstac account.
TriggerInstant
automatically do this!
Create ContactCreates a new contact in your database.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Uniqode and Redtail CRM

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

- Form
  Required
Trigger
Instant
Try It
New QR Code Created
Triggers when a new QR code is created in your Beaconstac account.
Trigger
Instant
Try It
- QR code Name
  Required
- Campaign Type
  Required
- Organization
- Google Analytics Code
- Google Conversion ID
- Facebook Pixel ID
- Additional Query Parameters
- Additional Data
- Labels
- Start Date
- End Date
- Age Gate
Action
Write
- QR Code ID
  Required
- Format
  Required
- Size
  Required
Action
Write
- File public URL
  Required
Action
Write

- E-mail
  Required
Action
Search
Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
Try It

Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
Try It
Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
Try It
Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
Try It
Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
Try It
- 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 Lead Created
Triggers when a new lead is created in your Beaconstac account.
Trigger
Instant
Try It
QR Code Scanned
Triggers when a QR Code is scanned.
Trigger
Instant
Try It
- Name
  Required
- Static QR Code type
  Required
Action
Write
- QR Code Name
  Required
- QR Code ID
  Required
- Campaign Type
  Required
- Organization (optional)
- Google Analytics Code
- Facebook Pixel ID
- Additional Query Parameters
- Additional Data
- Tags
- Start Date
- End Date
- Age Gate
Action
Write
- Find QR code by name or URL
  Required
Action
Search
Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
Try It
Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
Try It
Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
Try It
Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
Try It
Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
Try It
Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
Try It
- 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

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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Uniqode

Uniqode’s QR Codes and digital business cards help businesses worldwide build direct relationships, grow revenue, and acquire relevant data

HelpHelp

Related categories

Marketing