Redtail CRM + Uniqode

Create new Redtail CRM contacts from newly created Uniqode leads

Streamline your sales process with this automation between Uniqode and Redtail CRM. Everytime a new lead is generated in Uniqode, their details will be seamlessly filed as a new contact in your Redtail CRM. Enjoy a more efficient workflow, freeing up your time to focus on forging lasting connections with your leads.

When this happens...
New Lead Created
Triggers when a new lead is created in your Beaconstac account.
TriggerInstant
automatically do this!
Create Contact
Creates a new contact in your database.
ActionWrite

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Supported triggers and actions

- FormRequired
Trigger
Instant
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New QR Code Created
Triggers when a new QR code is created in your Beaconstac account.
Trigger
Instant
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- QR code NameRequired
- Campaign TypeRequired
- Organization
- Google Analytics Code
- Google Conversion ID
- Facebook Pixel ID
- Additional Query Parameters
- Additional Data
- Labels
- Start Date
- End Date
- Age Gate
Action
Write
- QR Code IDRequired
- FormatRequired
- SizeRequired
Action
Write
- File public URLRequired
Action
Write

- E-mailRequired
Action
Search
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 Lead Created
Triggers when a new lead is created in your Beaconstac account.
Trigger
Instant
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QR Code Scanned
Triggers when a QR Code is scanned.
Trigger
Instant
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- NameRequired
- Static QR Code typeRequired
Action
Write
- QR Code NameRequired
- QR Code IDRequired
- Campaign TypeRequired
- Organization (optional)
- Google Analytics Code
- Facebook Pixel ID
- Additional Query Parameters
- Additional Data
- Tags
- Start Date
- End Date
- Age Gate
Action
Write
- Find QR code by name or URLRequired
Action
Search
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
Try It
Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
Try It
- 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

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.

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