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Klaviyo + Redtail CRM

Create Klaviyo events from new Redtail CRM opportunities

Effortlessly track new opportunities in your sales pipeline with this seamless Redtail CRM and Klaviyo integration. Whenever a new opportunity is created in Redtail CRM, this workflow will create a corresponding event in Klaviyo, ensuring you're always up-to-date with the latest prospects. With this automation in place, you can focus on nurturing relationships and closing deals without worrying about manual data entry.

Effortlessly track new opportunities in your sales pipeline with this seamless Redtail CRM and Klaviyo integration. Whenever a new opportunity is created in Redtail CRM, this workflow will create a corresponding event in Klaviyo, ensuring you're always up-to-date with the latest prospects. With this automation in place, you can focus on nurturing relationships and closing deals without worrying about manual data entry.

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

    Triggers when a new opportunity is created in your database.

    TriggerInstant
  2. automatically do this!
    KlaviyoKlaviyo
    Create Event

    Triggers on a new event. Optional filtering by metric.

    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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klaviyo logo

About Klaviyo

Klaviyo is an email marketing platform. Powered by data, built for ecommerce and web businesses.
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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