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Redtail CRM + Wicked Reports

Redtail CRM + Wicked Reports

Redtail CRM + Wicked Reports integrations

Track clicks in Wicked Reports for new Redtail CRM activities

Stay on top of your Redtail CRM activities by automatically tracking clicks in Wicked Reports. This workflow is initiated when a new activity is created in Redtail CRM, resulting in the click being tracked within Wicked Reports. Save time and enhance your analytics with this seamless integration between your CRM and marketing analytics tools.

  1. When this happens...
    Activity Created
    Activity Created
    Activity CreatedTriggers when a new activity is created in your database.
  2. automatically do this!
    Track a Click
    Track a Click
    Track a ClickInsert a new captured click.
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More things you can do with Redtail CRM and Wicked Reports

Discover other triggers and actions you can use with Redtail CRM and Wicked Reports

  • Redtail CRM triggers, actions, and search
    Activity Created

    Triggers when a new activity is created in your database.

    Trigger
    Instant
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  • Redtail CRM triggers, actions, and search
    Activity Updated

    Triggers when an activity is updated in your database.

    Trigger
    Instant
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  • 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
  • Redtail CRM triggers, actions, and search
    Activity Deleted

    Triggers when an activity is deleted in your database.

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

    Triggers when a new contact is created in your database.

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

    Triggers when an existing contact is updated in your database.

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

    Triggers when an opportunity is deleted in your database.

    Trigger
    Instant
    Try It
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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.
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wicked-reports logo
About Wicked Reports
Wicked Reports is marketing automation that lets you send contacts, orders & visitors clicks from your CRM or Shopping cart into your Wicked Reports account.
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Zapier Forms integrationsZapier Forms integrations
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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