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Close + Redtail CRM

Close + Redtail CRM

Close + Redtail CRM integrations

Create opportunities in Close from new activities in Redtail CRM

Effortlessly manage your sales pipeline with this Redtail CRM and Close integration. Whenever a new activity is created in Redtail CRM, this workflow will automatically create an opportunity in Close, ensuring you never miss a potential deal again. Streamline your sales process and stay organized with this seamless connection between your CRM and sales platform.

  1. When this happens...
    Activity Created
    Activity Created
    Activity CreatedTriggers when a new activity is created in your database.
  2. automatically do this!
    Create Opportunity
    Create Opportunity
    Create OpportunityCreates a new opportunity.
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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
    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
  • 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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