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Email
Redtail CRM

Email and Redtail CRM integrations

Connecting Email and Redtail CRM on Make
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Connect Email and Redtail CRM with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Email and Redtail CRM to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.

Categories
Built-in Tools
CRM
Email

Build your Email and Redtail CRM integrations.

Create custom Email and Redtail CRM workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Email
Copy an Email

Copies an email or a draft into a selected folder.

Action
Redtail CRM
Create a Contact

Creates a new contact.

Action
Email
Create a Draft

Creates and adds a new draft to a selected folder.

Action
Redtail CRM
Create an Activity

Creates a new activity.

Action
Redtail CRM
Create an Opportunity

Creates a new opportunity.

Action
Redtail CRM
Delete a Contact

Deletes a contact specified by ID.

Action
Redtail CRM
Delete an Activity

Deletes an activity specified by ID.

Action
Email
Delete an Email

Removes an email or a draft from a selected folder.

Action
Redtail CRM
Delete an Opportunity

Deletes an opportunity specified by ID.

Action

Popular Email and Redtail CRM workflows.

Looking to get more out of Email and Redtail CRM? With Make you can visually integrate Email and Redtail CRM into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.

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