Bind ERP + Redtail CRM

Create new Bind ERP prospects from newly created Redtail CRM contacts

Easily streamline your data management process with this Redtail CRM to Bind ERP workflow. When a new contact is created in Redtail CRM, a prospect will be generated in Bind ERP, saving you time on manual data entry and ensuring you can focus on nurturing leads. Stay organized and efficiently manage your contacts with this automation.

When this happens...
Contact Created
Triggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Create Prospect
Creates a new prospect.
ActionWrite

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Supported triggers and actions

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 NameRequired
- Last NameRequired
- 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

- IDRequired
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- IDRequired
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
New Product
Triggers when a new product is added.
Trigger
Instant
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New Prospect
Triggers when a new prospect is created.
Trigger
Instant
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Update Inventory
Triggers when a product's Inventory is updated.
Trigger
Instant
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- NameRequired
- Company
- Email
- Comments
- Phone
- Phone Extension
- Is Public
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
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Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
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- SubjectRequired
- Start DateRequired
- End DateRequired
- All DayRequired
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- NameRequired
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- IDRequired
- 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
New Invoice
Triggers when a new Invoice is created.
Trigger
Instant
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New Activity
Triggers when a new activity is scheduled on the calendar.
Trigger
Instant
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New Quote
Triggers when a new quote is created.
Trigger
Instant
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- TitleRequired
- CommentRequired
- Start DateRequired
- End DateRequired
- Event TypeRequired
- Is PublicRequired
- Is RepeatableRequired
- Repetitions
- Repeat Interval
- Repeat Interval Length
Action
Write

About Bind ERP

Bind ERP is a management system that allows SMBs to take control of their business in an easy, accessible manner.

Related categories

Accounting

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