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Calldrip + Redtail CRM

Create new Calldrip calls when contacts are created in Redtail CRM

Save time and streamline your workflow by connecting Redtail CRM and Calldrip. With this automation, whenever a new contact is added to your Redtail CRM, a call will be created in Calldrip, ensuring a quick and seamless follow-up process. No more manual entry - spend more time connecting with your valuable contacts and closing deals.

Save time and streamline your workflow by connecting Redtail CRM and Calldrip. With this automation, whenever a new contact is added to your Redtail CRM, a call will be created in Calldrip, ensuring a quick and seamless follow-up process. No more manual entry - spend more time connecting with your valuable contacts and closing deals.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    CalldripCalldrip
    Create Call

    Connects you with the potential customer in just seconds.

    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
call-drip logo
call-drip logo

About Calldrip

Calldrip connects you and your new lead within 20 seconds increasing your chances of closing by 100%

Related categories

  • Call Tracking
redtailcrm logo
redtailcrm logo

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 moreHelp

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