created by Hannah Arevalo
Try this Zap FREE for 14 days
Trusted at companies large and small
This Zap works in 3 steps …
- 1.5 minutes to set up
- Get back 1.2 hrs /week
- 13 people use this app pairing
This Zap uses the following 3 apps
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.Filter by Zapier
Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.ActiveCampaign
ActiveCampaign is a customer experience automation (CXA) platform that helps businesses meaningfully engage customers. Access pre-built automations that combine transactional email and email marketing, marketing automation, ecommerce marketing, and CRM for powerful segmentation and personalization across social, email, messaging, chat, and text.