Connect Bitsy with Salesforce
Supercharge your data entry process
Importing, autopopulating and updating your client data files has never been easier! Connecting your Bitsy account with Redtail takes your practice efficiency to the next level. Find out how easy it is to fully customize and connect your most important tools by clicking “get started” above.
ENJOY LESS COMPLICATION
Your client’s data automatically and always up-to-date
Seamlessly connect
Connecting Redtail with Bitsy takes seconds and automatically eliminates your redundant workflows
Map custom fields
Customize data fields endlessly, knowing that all of your prospect/client data will autofill correctly — see what we mean
Automatic updating
See your prospect/client data automatically appear in Bitsy if it’s input in Redtail and vice-versa
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