Redtail CRM + Wicked Reports

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.

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...
    Redtail CRMRedtail CRM
    Activity Created

    Triggers when a new activity is created in your database.

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

    Insert a new captured click.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

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