Redtail CRM + Visible

Redtail CRM + Visible integrations

Add new Redtail CRM activities to Visible metrics with ease

Enhance your sales and marketing performance tracking with this efficient workflow between Redtail CRM and Visible. Whenever a new activity is created within Redtail CRM, this automation will update a specific metric value in your Visible account. Stay updated on your performance metrics, without manual data transfers, and focus on growing your business.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Add Value to MetricIncrements a data point for an existing metric (the metric must be a daily metric)
ActionWrite

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More things you can do with Redtail CRM and Visible

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

Activity Created
Triggers when a new activity is created in your database.
Trigger
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
- Company
  Required
- Fundraising Pipeline
  Required
- Stage
  Required
- Name
  Required
- Amount
- Point of Contact: Email
- Point of Contact: First Name
- Point of Contact: Last Name
- Point of Contact: Title
- Notes
Action
Write
- Company
  Required
- Metric
  Required
- Date
- Value
Action
Write
- Company
  Required
- Metric
  Required
- Date
- Value
  Required
Action
Write

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
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
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
- Company
  Required
- Request
  Required
Trigger
Instant
Try It
- Company
  Required
- Email
  Required
- First Name
- Last Name
- Title
Action
Write
- Company
  Required
- Name
  Required
- Website URL
- Point of Contact: Email
- Point of Contact: First Name
- Point of Contact: Last Name
- Point of Contact: Title
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 Visible

Capture key performance data and share your story with key stakeholders all in one platform.

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