BunkerDB + Redtail CRM

Create new BunkerDB records when Redtail CRM activities are created

Effortlessly keep track of your Redtail CRM activities by instantly adding new records to your BunkerDB with this seamless workflow. When a new activity is created in Redtail CRM, the pertinent information will be sent directly to BunkerDB for easy recordkeeping and organization. Simplify your data management process and stay on top of your tasks with this efficient automation.

Effortlessly keep track of your Redtail CRM activities by instantly adding new records to your BunkerDB with this seamless workflow. When a new activity is created in Redtail CRM, the pertinent information will be sent directly to BunkerDB for easy recordkeeping and organization. Simplify your data management process and stay on top of your tasks with this efficient automation.

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

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    BunkerDBBunkerDB
    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
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About BunkerDB

BunkerDB is a platform in which you can store, group, filter, segment your customers and trigger actions on them.

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces

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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