Quickpage + Redtail CRM

Quickpage + Redtail CRM integrations

Send Quickpages for new Redtail CRM activities

Stay on top of your CRM activities and ensure timely follow-ups with this seamless workflow. When a new activity is created in Redtail CRM, this automation sends a Quickpage to your contacts, saving you time and improving your client engagement. Efficiently manage your tasks and keep your customers informed with this robust solution.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Send QuickpageSends a Quickpage. If contact details don't exist inside your Quickpage account a new contact will be created with the details.
ActionWrite

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More things you can do with Redtail CRM and Quickpage

Discover other triggers and actions you can use with Redtail CRM and Quickpage

Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
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Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
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Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
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Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
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Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
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Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write

- ID
  Required
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- ID
  Required
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
Page Email Open
Triggers when there's a new page email open.
Trigger
Polling
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Page Viewed
Triggers when there's a new page view.
Trigger
Polling
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- Name
  Required
- Email
- Phone
- List
- Update Existing
Action
Write

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
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Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
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Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
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Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
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Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
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- Subject
  Required
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- ID
  Required
- First Name
- Last Name
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
Action
Write
New Contact
Triggers when there's a new contact.
Trigger
Polling
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Media Download
Triggers when there's a new media download from page.
Trigger
Polling
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Page Viewed Reminder
Triggers when a page view reminder notification is created.
Trigger
Polling
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- Quickpage
  Required
- Name
  Required
- Email
  Required
- Phone
Action
Write

About Quickpage

Quickpage is a video follow-up tool that's increasing engagement by 200%. The quickest most effective closing tool used by sales reps and their clients.

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CRM (Customer Relationship Management)

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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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