Autoklose + Redtail CRM

Create campaign recipients in Autoklose from new contacts in Redtail CRM

Effortlessly maintain up-to-date Autoklose campaigns with new Redtail CRM contacts using this seamless workflow. When a contact is created in Redtail CRM, they will be instantly added as a recipient to your chosen Autoklose campaign. This process ensures accurate and efficient email campaigns, allowing you to effectively reach out to your new Redtail CRM contacts without missing a beat.

Effortlessly maintain up-to-date Autoklose campaigns with new Redtail CRM contacts using this seamless workflow. When a contact is created in Redtail CRM, they will be instantly added as a recipient to your chosen Autoklose campaign. This process ensures accurate and efficient email campaigns, allowing you to effectively reach out to your new Redtail CRM contacts without missing a beat.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    AutokloseAutoklose
    Add Campaign Recipient

    Adds a campaign recipient.

    ActionWrite
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Supported triggers and actions

autoklose logo
autoklose logo

About Autoklose

Autoklose is a sales platform that automates email followup and outreach to boost your team’s productivity and performance.

Related categories

  • Email
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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Related categories

  • CRM (Customer Relationship Management)

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