Redtail CRM
MakePlans

Redtail CRM and MakePlans Integration

No-code Integration
No-code
Supported Automation Platforms
2automatiomation platforms supported
Redtail CRM Actions
13Redtail CRM Triggers & Actions
MakePlans Actions
20MakePlans Triggers & Actions

How to connect Redtail CRM and MakePlans

Redtail CRM and MakePlans integration is available through workflow automation tools – Make.com or Zapier. With the combination of 26 Redtail CRM triggers and 20 MakePlans actions, you can create hundreds of integration workflows to automate your work.

Workflow Automation Platforms supported by Redtail CRM and MakePlans

Want to automate the exchange of data between Redtail CRM and MakePlans without the hassle of coding? These workflow automation platforms make it possible. Explore this list to find the best 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.

Redtail CRM and MakePlans Integration Price

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

We have gathered and organized pricing information for automation services that support Redtail CRM and MakePlans 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, which includes a trigger and a single action. An example of simple automation is: every time form is filled send an email.

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 Redtail CRM and MakePlans

Integrating Redtail CRM and MakePlans often involves finding automation that is suitable for your business request.

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 Redtail CRM with MakePlans.

Redtail CRM

When this happens

Select a Trigger

MakePlans

Do this

Select an Action

How to setup Redtail CRM and MakePlans integration

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

    60 seconds

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

    60 seconds

  • Step 3: Pick a suitable Trigger for Redtail CRM that will kickstart your automation workflow. Explore Triggers

    15 seconds

  • Step 4: Choose a resulting Action for MakePlans. Explore Actions

    15 seconds

  • Step 5: Configure the data that is exchanged between Redtail CRM and MakePlans.

    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 Redtail CRM integrate with MakePlans?

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

Can you Integrate Redtail CRM and MakePlans for free?

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

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