Quickpage + Redtail CRM

Send Quickpages for new Redtail CRM activities

Stay on top of your CRM activities and ensure timely follow-ups with this seamless workflow. When a new activity is created in Redtail CRM, this automation sends a Quickpage to your contacts, saving you time and improving your client engagement. Efficiently manage your tasks and keep your customers informed with this robust solution.

Stay on top of your CRM activities and ensure timely follow-ups with this seamless workflow. When a new activity is created in Redtail CRM, this automation sends a Quickpage to your contacts, saving you time and improving your client engagement. Efficiently manage your tasks and keep your customers informed with this robust solution.

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

    Triggers when a new activity 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