MakePlans
Redtail CRM

MakePlans and Redtail CRM Integration

No-code Integration
No-code
Supported Automation Platforms
2automatiomation platforms supported
MakePlans Actions
12MakePlans Triggers & Actions
Redtail CRM Actions
25Redtail CRM Triggers & Actions

How to connect MakePlans and Redtail CRM

MakePlans and Redtail CRM integration is available through workflow automation tools – Make.com or Zapier. With the combination of 15 MakePlans triggers and 25 Redtail CRM actions, you can create hundreds of integration workflows to automate your work.

Workflow Automation Platforms supported by MakePlans and Redtail CRM

Looking for an efficient way to automate your workflow processes between MakePlans 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.

MakePlans and Redtail CRM Integration Price

No-code or low-code automation tools offer an excellent solution for optimizing your workflow and streamlining tasks by integrating MakePlans and Redtail CRM. Nevertheless, understanding the pricing aspects is crucial.

We have gathered and organized pricing information for automation services that support MakePlans and Redtail CRM integration. Refer to the table below for details on pricing based on 100, 1K, 10K and 100K basic automations per month.

A basic automation is a scenario that comprises of a trigger and a single action. An example of this is automatically sending an email every time someone fills out a form.

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 MakePlans and Redtail CRM

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

Automations serve as a workflows that connect your applications, automating a business process. The Trigger acts as the event that initiates the automation, while the Action denotes the executed event.

Our extensive collection of available Triggers and Actions from various Workflow Automation Platforms allows you to fully assess integration possibilities and make informed decisions on integrating MakePlans with Redtail CRM.

MakePlans

When this happens

Select a Trigger

Redtail CRM

Do this

Select an Action

How to setup MakePlans and Redtail CRM integration

  • Step 1: Choose a Workflow Automation Service supported by MakePlans and Redtail CRM. Choose automation platform

    60 seconds

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

    60 seconds

  • Step 3: Select a Trigger for MakePlans that will initiate your automation flow. Explore Triggers

    15 seconds

  • Step 4: Choose an appropriate Action to be executed by Redtail CRM once your automation scenario is triggered. Explore Actions

    15 seconds

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

    120 seconds

  • Step 6: Test and publish your integration. That's it! Enjoy the benefits of no-code automation!

Frequently Asked Questions

Does MakePlans integrate with Redtail CRM?

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

Can you Integrate MakePlans and Redtail CRM for free?

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

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