Autoklose + Redtail CRM

Autoklose + Redtail CRM integrations

Add new Redtail CRM activities to Autoklose as campaign recipients

Save time and improve your marketing efficiency by connecting Redtail CRM with Autoklose. With this automation, whenever a new activity is created in Redtail CRM, the corresponding contact will be added to a campaign as a recipient in Autoklose. This ensures your leads are nurtured seamlessly, without manual effort, and helps your marketing campaign reach the right audience at the right time.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Add Campaign RecipientAdds a campaign recipient.
ActionWrite

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More things you can do with Redtail CRM and Autoklose

Discover other triggers and actions you can use with Redtail CRM and Autoklose

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
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Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- 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

- ID
  Required
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- ID
  Required
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- Exclude Duplicates
- Campaign
Trigger
Instant
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- Campaign
Trigger
Instant
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- Exclude Duplicates
- Campaign
Trigger
Instant
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- Tag
  Required
Trigger
Instant
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- Email
  Required
Action
Write

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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- Subject
  Required
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- ID
  Required
- 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
- Campaign
Trigger
Instant
Try It
- Exclude Duplicates
- Campaign
Trigger
Instant
Try It
- Campaign
Trigger
Instant
Try It
- Tag
  Required
Trigger
Instant
Try It
- Campaign
  Required
Action
Write
- Email
  Required
- Campaign
Action
Write

About Autoklose

Autoklose is a sales platform that automates email followup and outreach to boost your team’s productivity and performance.

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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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CRM (Customer Relationship Management)

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Create campaign recipients in Autoklose from new contacts in Redtail CRM

Add updated Redtail CRM contacts as Autoklose campaign recipients