Integrations Pagevitals Redtail CRM
Pagevitals + Redtail CRM

Connect Pagevitals and Redtail CRM to Build Intelligent Automations

Choose a Trigger

Pagevitals

When this happens...

Choose an Action

Redtail CRM

Automatically do this!

Enable Integrations or automations with these events of Pagevitals and Redtail CRM

Enable Integrations or automations with these events of Pagevitals and Redtail CRM

Triggers

Completed Test Series

Completed Test Series

Fetch completed test series for the selected website created within the recent lookback window.

Request a new Trigger for Pagevitals

Actions

Start a Test Series

Start a Test Series

Start a performance test series for your website

Run Multistep Test

Run Multistep Test

Start a PageVitals multistep test for a chosen website and test, and return the test run ID.

Request a new Action for Pagevitals

Explore more automations built by businesses and experts

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Pagevitals and Redtail CRM?

To start, connect both your Pagevitals and Redtail CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Pagevitals triggers actions in Redtail CRM (or vice versa).

Can we customize how data from Pagevitals is recorded in Redtail CRM?

Absolutely. You can customize how Pagevitals data is recorded in Redtail CRM. This includes choosing which data fields go into which fields of Redtail CRM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Pagevitals and Redtail CRM?

The data sync between Pagevitals and Redtail CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Pagevitals to Redtail CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Pagevitals and Redtail CRM?

Yes, you can set conditional logic to control the flow of data between Pagevitals and Redtail CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Pagevitals

About Pagevitals

Pagevitals is a comprehensive tool designed to enhance website performance by analyzing key metrics and providing actionable insights. It helps businesses optimize their web pages for better speed, user experience, and search engine rankings.

Learn More
Redtail CRM

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