ClickFunnels Classic + Redtail CRM

Create ClickFunnels contact profiles from new Redtail CRM activities

Effortlessly maintain an organized sales funnel with this seamless Redtail CRM and ClickFunnels integration. When you create a new activity in Redtail CRM, this automation will simultaneously generate a corresponding contact profile in ClickFunnels. Save time managing your contacts and keep your sales process running smoothly with this convenient workflow.

Effortlessly maintain an organized sales funnel with this seamless Redtail CRM and ClickFunnels integration. When you create a new activity in Redtail CRM, this automation will simultaneously generate a corresponding contact profile in ClickFunnels. Save time managing your contacts and keep your sales process running smoothly with this convenient workflow.

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

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    ClickFunnels ClassicClickFunnels Classic
    Create Contact Profile

    Create or update a Contact Profile for an email.

    ActionWrite
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Supported triggers and actions

clickfunnels-classic logo
clickfunnels-classic logo

About ClickFunnels Classic

Create beautiful landing pages and complete marketing funnels.
Learn more

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  • 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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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