Blipp Reviews + Redtail CRM

Create feedback requests in Blipp Reviews for newly created contacts in Redtail CRM

Easily collect valuable feedback from your new Redtail CRM contacts with this seamless workflow. Whenever a contact is created in Redtail CRM, a feedback request will be generated in Blipp Reviews, ensuring you never miss an opportunity to gather crucial insights from your contacts. Save time and maintain consistent communication with your clients by letting this automation handle the feedback collection process for you.

Easily collect valuable feedback from your new Redtail CRM contacts with this seamless workflow. Whenever a contact is created in Redtail CRM, a feedback request will be generated in Blipp Reviews, ensuring you never miss an opportunity to gather crucial insights from your contacts. Save time and maintain consistent communication with your clients by letting this automation handle the feedback collection process for you.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    Blipp ReviewsBlipp Reviews
    Create Feedback Request

    Creates a feedback request and schedules it for delivery.

    ActionWrite
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Supported triggers and actions

blipp-reviews logo
blipp-reviews logo

About Blipp Reviews

Blipp Reviews helps local businesses stand out from the crowd by gathering valuable customer feedback and online reviews.

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  • Marketing Automation

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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

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