Redtail CRM + Wisernotify

Create conversions in Wisernotify for new Redtail CRM activities

Stay on top of new activities in your Redtail CRM by automatically sending notifications with Wisernotify. This workflow is activated when a new activity is created in Redtail CRM, and instantly generates a Wisernotify conversion, keeping you informed and engaged with important updates from your contacts. Enhance your client communication and never miss an important activity again with this seamless integration.

Stay on top of new activities in your Redtail CRM by automatically sending notifications with Wisernotify. This workflow is activated when a new activity is created in Redtail CRM, and instantly generates a Wisernotify conversion, keeping you informed and engaged with important updates from your contacts. Enhance your client communication and never miss an important activity again with this seamless integration.

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

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    WisernotifyWisernotify
    Create Conversion

    Create Conversion

    ActionWrite
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Supported triggers and actions

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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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About Wisernotify

Wisernotify is a social proof & FOMO marketing app that allows you to automate visitors' actions into social proof notifications on your website that build trust and increase conversions rate.

Related categories

  • Notifications