DropFunnels + Redtail CRM

Create new DropFunnels members when new Redtail CRM contacts are added

Effortlessly streamline your CRM and marketing processes with this Redtail CRM and DropFunnels workflow. Whenever a new contact is created in Redtail CRM, this automation will instantly create a member in DropFunnels, saving you time and ensuring your marketing funnel is always up to date with the latest contact information. Simplify your CRM and marketing tasks by integrating Redtail CRM and DropFunnels seamlessly.

Effortlessly streamline your CRM and marketing processes with this Redtail CRM and DropFunnels workflow. Whenever a new contact is created in Redtail CRM, this automation will instantly create a member in DropFunnels, saving you time and ensuring your marketing funnel is always up to date with the latest contact information. Simplify your CRM and marketing tasks by integrating Redtail CRM and DropFunnels seamlessly.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    DropFunnelsDropFunnels
    Create Member

    Creates a new member.

    ActionWrite
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Supported triggers and actions

dropfunnels logo
dropfunnels logo

About DropFunnels

DropFunnels application allows an authenticated user to transfer their data regarding leads, memberships, and orders from DropFunnels to any other platform.

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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)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier