Quickpage + Redtail CRM

Create Quickpages in Quickpage when new contacts are added to Redtail CRM

Easily keep your sales communication on track by connecting Redtail CRM and Quickpage. With this workflow, every time a new contact is added in Redtail CRM, a Quickpage will be sent to that contact. This ensures you can efficiently engage with new leads the instant they're entered into your CRM, simplifying your sales outreach process.

Easily keep your sales communication on track by connecting Redtail CRM and Quickpage. With this workflow, every time a new contact is added in Redtail CRM, a Quickpage will be sent to that contact. This ensures you can efficiently engage with new leads the instant they're entered into your CRM, simplifying your sales outreach process.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    QuickpageQuickpage
    Send Quickpage

    Sends 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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Supported triggers and actions

quickpage logo
quickpage logo

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.

Related categories

  • CRM (Customer Relationship Management)

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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