ClickFunnels Classic + Redtail CRM

Create new Redtail CRM contacts as ClickFunnels contact optins

Easily manage your new contacts from Redtail CRM by adding them to ClickFunnels with this seamless automation. Whenever a new contact is created in Redtail CRM, this workflow will create a contact opt-in for them in ClickFunnels, ensuring your marketing and sales efforts are connected and streamlined. Save time and maintain consistency across platforms, allowing you to focus on building valuable relationships with your clients.

Easily manage your new contacts from Redtail CRM by adding them to ClickFunnels with this seamless automation. Whenever a new contact is created in Redtail CRM, this workflow will create a contact opt-in for them in ClickFunnels, ensuring your marketing and sales efforts are connected and streamlined. Save time and maintain consistency across platforms, allowing you to focus on building valuable relationships with your clients.

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

    Triggers when a new contact is created in your database.

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

    Creates a new opt-in 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.
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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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