Autoklose + Redtail CRM

Add new Redtail CRM activities to Autoklose as campaign recipients

Save time and improve your marketing efficiency by connecting Redtail CRM with Autoklose. With this automation, whenever a new activity is created in Redtail CRM, the corresponding contact will be added to a campaign as a recipient in Autoklose. This ensures your leads are nurtured seamlessly, without manual effort, and helps your marketing campaign reach the right audience at the right time.

Save time and improve your marketing efficiency by connecting Redtail CRM with Autoklose. With this automation, whenever a new activity is created in Redtail CRM, the corresponding contact will be added to a campaign as a recipient in Autoklose. This ensures your leads are nurtured seamlessly, without manual effort, and helps your marketing campaign reach the right audience at the right time.

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

    Triggers when a new activity 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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