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Autopilot Journeys + Redtail CRM

Add new Redtail CRM activities to Autopilot Journeys as contacts

Easily keep your contacts up-to-date with this workflow. When a new activity is created in Redtail CRM, the contact will be added to your Autopilot Journeys app. Enhance your marketing strategies and save time by streamlining your contact management process.

Easily keep your contacts up-to-date with this workflow. When a new activity is created in Redtail CRM, the contact will be added to your Autopilot Journeys app. Enhance your marketing strategies and save time by streamlining your contact management process.

  1. When this happens...
    Redtail CRMRedtail CRM
    Activity Created

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    Autopilot JourneysAutopilot Journeys
    Add Contact

    Adds a new contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Redtail CRM triggers, actions, and search

    Activity Created

    Triggers when a new activity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Updated

    Triggers when an activity is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Deleted

    Triggers when a new contact is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
    Try It
autopilot logo
autopilot logo

About Autopilot Journeys

Autopilot Journeys is visual marketing software for automating customer journeys, to help companies acquire and nurture leads through email, web, SMS and direct mail.
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Related categories

  • Marketing Automation

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