Email
Redtail CRM

Email and Redtail CRM Integration

No-code Integration
No-code
Supported Automation Platforms
2automatiomation platforms supported
Email Actions
8Email Triggers & Actions
Redtail CRM Actions
25Redtail CRM Triggers & Actions

How to connect Email and Redtail CRM

Email and Redtail CRM integration is available through workflow automation tools – Make.com or Zapier. With the combination of 8 Email triggers and 25 Redtail CRM actions, you can create hundreds of integration workflows to automate your work.

Popular Workflows for Email and Redtail CRM Integration

The integration of Email and Redtail CRM can help simplify your workflow processes and improve productivity. Here are some popular workflows that can be achieved through their integration.

  • Add important tasks to a personal to-do list
  • Save files to the cloud storage
  • Distribute content across social media platforms
  • Engage new leads with a personalized message
  • Register new leads for webinars to nurture them

Workflow Automation Platforms supported by Email and Redtail CRM

Looking for an efficient way to automate your workflow processes between Email and Redtail CRM? These workflow automation platforms are designed to do just that - all without requiring any coding expertise. Browse through this list to discover the right fit for your business.

  • Make.com. Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
  • Zapier. Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.

Email and Redtail CRM Integration Price

When it comes to optimizing your workflow and streamlining tasks, integrating Email and Redtail CRM can be seamlessly achieved using no-code or low-code automation tools. However, it is crucial to understand the pricing aspects.

For those seeking pricing information on automation services that support Email and Redtail CRM integration, we have collected and organized the data for you. Check out our table below for details based on 100, 1K, 10K and 100K basic automations per month.

Basic automation includes only one trigger and one action, making it simple. For instance, creating a record in database every time a task is completed is a basic automation.

Price for 100, 1K, 10K and 100K basic automations per month
Automation Platform
Volume: 100
Plan: Free

$0

Volume: 1K
Plan: Core

$10.59

Volume: 10K
Plan: Core

$18.82

Volume: 100K
Plan: Core

$214.31

Volume: 100
Plan: Free

$0

Volume: 1K
Plan: Starter

$58.5

Volume: 10K
Plan: Professional

$193.5

Volume: 100K
Plan: Professional

$733.5

Triggers and Actions supported by Email and Redtail CRM

When integrating Email and Redtail CRM, you typically seek automation that suits your business requirements.

Automations are workflows that link your applications to fully automate repetitive tasks. A Trigger serves as the initiating event of an Automation, while an Action denotes the event executed by the Automation.

We have gathered all available Triggers and Actions from diverse Workflow Automation Platforms so that you can evaluate integration possibilities and make an informed decision on integrating Email with Redtail CRM.

Email

When this happens

Select a Trigger

Redtail CRM

Do this

Select an Action

How to setup Email and Redtail CRM integration

  • Step 1: Choose a Workflow Automation Service that supports the integration of Email with Redtail CRM. Choose automation platform

    60 seconds

  • Step 2: Enable authentication for both Email and Redtail CRM on the chosen automation platform

    60 seconds

  • Step 3: Choose a Trigger for Email, which will start your automation scenario. Explore Triggers

    15 seconds

  • Step 4: Select a resulting Action for Redtail CRM that will follow the Trigger event in your automation flow. Explore Actions

    15 seconds

  • Step 5: Specify the data that will be exchanged between Email and Redtail CRM by configuring the appropriate settings.

    120 seconds

  • Step 6: Finalize your integration by testing and publishing it. Voila! Sit back and enjoy the no-code automation.

Frequently Asked Questions

Does Email integrate with Redtail CRM?

You can connect Email and Redtail CRM automatically using no-code Workflow Automation Tool. Use Make.com or Zapier to link Email and Redtail CRM.

Can you Integrate Email and Redtail CRM for free?

Yes, you can use the free plan of Make.com or Zapier to connect Email to Redtail CRM for free, albeit with some limitations.

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