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KlickTipp + Redtail CRM

Create and tag new contacts in KlickTipp when they are added in Redtail CRM

Easily manage your contacts and improve organization with this Redtail CRM and KlickTipp automation. Whenever a new contact is created in Redtail CRM, the contact will be tagged in your KlickTipp account. Maintain a streamlined workflow and save time on manual contact management with this seamless integration.

Easily manage your contacts and improve organization with this Redtail CRM and KlickTipp automation. Whenever a new contact is created in Redtail CRM, the contact will be tagged in your KlickTipp account. Maintain a streamlined workflow and save time on manual contact management with this seamless integration.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    KlickTippKlickTipp
    Tag Contact

    Adds one or multiple tags to a contact.

    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
klicktipp logo
klicktipp logo

About KlickTipp

KlickTipp is an email marketing service provider. On our easy to use platform, you can segment your subscribers by tags and send highly relevant emails or even SMS to them. Keep track of your success by analysing real-time data like Conversions, Opens, Clicks and more.
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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