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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Supercharge your workflow with Bitsy

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