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Funnelytics + Redtail CRM

Update Funnelytics custom actions when Redtail CRM contacts are updated

Keep your marketing efforts up to date with this automation that connects Redtail CRM and Funnelytics. Whenever a contact is updated in Redtail CRM, this workflow will trigger a custom action in Funnelytics, ensuring your marketing strategies stay aligned with your CRM data. Save time and maintain consistency across your systems by streamlining this process with this efficient integration.

Keep your marketing efforts up to date with this automation that connects Redtail CRM and Funnelytics. Whenever a contact is updated in Redtail CRM, this workflow will trigger a custom action in Funnelytics, ensuring your marketing strategies stay aligned with your CRM data. Save time and maintain consistency across your systems by streamlining this process with this efficient integration.

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

    Triggers when an existing contact is updated in your database.

    TriggerInstant
  2. automatically do this!
    FunnelyticsFunnelytics
    Custom Action

    Track any kind of action that you want with the flexibility of the custom action

    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
  • 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 Funnelytics

Funnelytics is a visual customer journey analytics tool that lets you map your journey on a whiteboard and overlay data to see how it's actually performing.

Related categories

  • Analytics
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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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