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Close + Redtail CRM

Close + Redtail CRM

Close + Redtail CRM integrations

Create new Redtail CRM contacts and update sequence subscriptions in Close

Effortlessly maintain your sales pipeline by keeping your contact sequence subscriptions up-to-date through this seamless workflow. When a new contact is created in Redtail CRM, this automation will update the sequence subscription in Close, ensuring all relevant information is synchronized between the two applications. Stay organized and boost your sales process without any manual intervention required.

  1. When this happens...
    Contact Created
    Contact Created
    Contact CreatedTriggers when a new contact is created in your database.
  2. automatically do this!
    Update Workflow Subscription
    Update Workflow Subscription
    Update Workflow SubscriptionUpdates an existing Workflow Subscription.
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More things you can do with Redtail CRM and Close

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

  • Redtail CRM triggers, actions, and search
    Activity Created

    Triggers when a new activity is created in your database.

    Trigger
    Instant
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  • Redtail CRM triggers, actions, and search
    Activity Updated

    Triggers when an activity is updated in your database.

    Trigger
    Instant
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  • 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
  • Redtail CRM triggers, actions, and search
    Activity Deleted

    Triggers when an activity is deleted in your database.

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

    Triggers when a new contact is created in your database.

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

    Triggers when an existing contact is updated in your database.

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

    Triggers when an opportunity is deleted in your database.

    Trigger
    Instant
    Try It
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About Close
Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.
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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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