ClickFunnels + Redtail CRM

Identify new ClickFunnels contacts and create corresponding contacts in Redtail CRM

Simplify your workflow with this setup, which is designed to seamlessly connect ClickFunnels and Redtail CRM. Whenever a new contact is identified in ClickFunnels, this workflow ensures the same contact is promptly created in Redtail CRM. No need to manually transfer data between apps, nor to worry about outdated or duplicate records. This automated solution takes care of all the legwork for you, ensuring your sales and marketing funnels work together in harmony.

When this happens...
Contact Identified
Triggers when a new Contact or an existing anonymous Contact is identified by email address or phone number.
TriggerInstant
automatically do this!
Create Contact
Creates a new contact in your database.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

What does this mean?

- Course IDRequired
Trigger
Instant
Try It
Contact Identified
Triggers when a new Contact or an existing anonymous Contact is identified by email address or phone number.
Trigger
Instant
Try It
One-Time Order Paid
Triggers when a customer pays a one-time order.
Trigger
Instant
Try It
- Email Address
- Contact ID
- Existing Tag
- Dynamic Tag Name
Action
Write
- Email Address
- Contact ID
- TagRequired
Action
Write

- Email AddressRequired
- First Name
- Last Name
- Phone Number
- Time Zone
- Facebook URL
- Instagram URL
- Twitter/X URL
- LinkedIn URL
- Website URL
- Custom Attributes
Action
Search
Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
Try It

Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
Try It
Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
Try It
Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
Try It
Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
Try It
Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
Try It
- First NameRequired
- Last NameRequired
- 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
- IDRequired
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- IDRequired
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write

- Course IDRequired
Trigger
Instant
Try It
- Course IDRequired
Trigger
Instant
Try It
Subscription Invoice Paid
Triggers when a Subscription Invoice is paid.
Trigger
Instant
Try It
- Contact IDRequired
- Course IDRequired
Action
Write
- Search Type
- Search Value
Action
Search
- Email AddressRequired
- First Name
- Last Name
- Phone Number
- Time Zone
- Facebook URL
- Instagram URL
- Twitter/X URL
- LinkedIn URL
- Website URL
- Custom Attributes
Action
Search or write
Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
Try It
Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
Try It
Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
Try It
Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
Try It
Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
Try It
- SubjectRequired
- Start DateRequired
- End DateRequired
- All DayRequired
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- NameRequired
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- IDRequired
- 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

About ClickFunnels

ClickFunnels gives you everything you need to market, sell, and deliver your products online.

Learn more Help

Related categories

Website & App Building

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 more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

ClickFunnels + Redtail CRM

Identify new ClickFunnels contacts and create corresponding contacts in Redtail CRM

Contact Completed Course

Contact Identified

One-Time Order Paid

Apply Tag to Contact

Email Address

Contact ID

Existing Tag

Dynamic Tag Name

Remove Tag From Contact

Email Address

Contact ID

TagRequired

Update or Create Contact (By Email Address)

Email AddressRequired

First Name

Last Name

Phone Number

Time Zone

Facebook URL

Instagram URL

Twitter/X URL

LinkedIn URL

Website URL

Custom Attributes

Activity Created

Activity Updated

Contact Deleted

Opportunity Created

Opportunity Updated

Workflow Step Task Completed

Create Contact

First NameRequired

Last NameRequired

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

Update Activity

IDRequired

Subject

Description

Activity Type

Activity Category

Start Date

End Date

All Day

Location

Priority

Importance

Update Opportunity

IDRequired

Name