Bloobirds + Redtail CRM

Create new Bloobirds objects when contacts are created in Redtail CRM

Effortlessly streamline your contact management process with this Redtail CRM and Bloobirds automation. When a new contact is created in Redtail CRM, this workflow will also create a corresponding object in Bloobirds, saving you time and ensuring all your contact information is consistent across both platforms. Stay organized and improve collaboration with this time-saving solution.

Effortlessly streamline your contact management process with this Redtail CRM and Bloobirds automation. When a new contact is created in Redtail CRM, this workflow will also create a corresponding object in Bloobirds, saving you time and ensuring all your contact information is consistent across both platforms. Stay organized and improve collaboration with this time-saving solution.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    BloobirdsBloobirds
    Create Object

    Creates an object

    ActionWrite
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Supported triggers and actions

bloobirds logo
bloobirds logo

About Bloobirds

Bloobirds is a Lead Management System that helps Sales team to apply an effective sales methodology.

Related categories

  • CRM (Customer Relationship Management)

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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

Zapier Interfaces

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