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Kartra + Redtail CRM

Create new Kartra leads from newly created Redtail CRM activities

Easily track and nurture potential clients with this seamless workflow between Redtail CRM and Kartra. When a new activity is created in Redtail CRM, this automation will instantly generate a new lead in Kartra, helping you efficiently manage and engage your prospects without missing a beat. Stay organized and save time by connecting your sales and marketing efforts through this integration.

Easily track and nurture potential clients with this seamless workflow between Redtail CRM and Kartra. When a new activity is created in Redtail CRM, this automation will instantly generate a new lead in Kartra, helping you efficiently manage and engage your prospects without missing a beat. Stay organized and save time by connecting your sales and marketing efforts through this integration.

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

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    KartraKartra
    Create New Lead

    Creates a new lead in your Kartra account.

    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 Kartra

Kartra is an all-in-one solution to manage your online business: checkout, automated email campaigns, site builder, membership portals, etc.
Learn moreHelp

Related categories

  • Marketing Automation

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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.

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