Redtail CRM + Wicked Reports

Update Redtail CRM contacts and track clicks in Wicked Reports

Keep your marketing data up-to-date with this efficient Redtail CRM and Wicked Reports automation. When a contact is updated in Redtail CRM, this workflow tracks the click event in Wicked Reports. Stay on top of your marketing performance and ensure accuracy without manual effort by utilizing this seamless integration.

Keep your marketing data up-to-date with this efficient Redtail CRM and Wicked Reports automation. When a contact is updated in Redtail CRM, this workflow tracks the click event in Wicked Reports. Stay on top of your marketing performance and ensure accuracy without manual effort by utilizing this seamless integration.

  1. When this happens...
    Redtail CRMRedtail CRM
    Contact Updated

    Triggers when an existing contact is updated in your database.

    TriggerInstant
  2. automatically do this!
    Wicked ReportsWicked Reports
    Track a Click

    Insert a new captured click.

    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
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
wicked-reports logo
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.
Learn more

Related categories

  • Marketing Automation

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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