Integrate Redtail CRM with Retently

Sync customer profiles and contact information between Redtail CRM and Retently, trigger NPS/CSAT surveys after significant customer interactions such as financial consultations or account updates, and use feedback scores to enhance customer relationship management strategies.

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About Redtail CRM

Redtail CRM is a cloud-based solution designed for financial professionals, offering features for activity management and office automation.

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Redtail CRM to Retently

1

Activity Created

Triggers when a new activity is created in your database.
2

Activity Updated

Triggers when an activity is updated in your database.
3

Contact Deleted

Triggers when a new contact is deleted in your database.
4

Opportunity Created

Triggers when a new opportunity is created in your database.
5

Opportunity Updated

Triggers when an opportunity is updated in your database.
6

Workflow Step Task Completed

Triggers when a Workflow Step Task is completed in your database.
7

Activity Deleted

Triggers when an activity is deleted in your database.
8

Contact Created

Triggers when a new contact is created in your database.
9

Contact Updated

Triggers when an existing contact is updated in your database.
10

Opportunity Deleted

Triggers when an opportunity is deleted in your database.
11

Workflow Step Completed

Triggers when a Workflow Step is completed in your database.
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Retently to Redtail CRM

1

Create Contact

Creates a new contact in your database.
2

Update Activity

Updates an existing activity in your database.
3

Update Opportunity

Updates an existing opportunity in your database.
4

Create Activity

Creates a new activity in your database.
5

Create Opportunity

Creates a new opportunity in your database.
6

Update Contact

Updates an existing contact in your database.

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