beeviral + Redtail CRM

Create or update beeviral influencers when new Redtail CRM activities are created

Streamline your influencer management process by connecting Redtail CRM and beeviral. With this workflow, every time a new activity is created in Redtail CRM, an influencer will be created or updated in beeviral. Save time and ensure consistent data across both platforms, allowing you to focus on building strong influencer relationships.

Streamline your influencer management process by connecting Redtail CRM and beeviral. With this workflow, every time a new activity is created in Redtail CRM, an influencer will be created or updated in beeviral. Save time and ensure consistent data across both platforms, allowing you to focus on building strong influencer relationships.

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

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    beeviralbeeviral
    Create/Update Influencer

    Create a influencer in your campaign ou update data for existing influencer

    ActionWrite
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Supported triggers and actions

  • 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 beeviral

beeviral is a referral marketing automation platform.

Related categories

  • Marketing Automation

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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
redtailcrm logo
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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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