https://leadsbridge.com/wp-content/themes/leadsbridge/img/integration-lg-logos/logo119.png
https://leadsbridge.com/wp-content/themes/leadsbridge/img/integration-lg-logos/logo503.png
Generate more leads with the Act-On + Redtail integration
Act-On / Redtail
Integrations

Generate more leads with the Act-On + Redtail integration

https://lb-mkt-website.s3-us-west-2.amazonaws.com/integration-double-logos/119-503.webp

Does Act-On integrate with Redtail? Yes, thanks to our tool! LeadsBridge is a reliable integrations platform that supports you with 370 integrations. Start now connecting Act-On and Redtail

Quick summary of Act-On

Act-On is a comprehensive marketing automation tool designed to offer a complete suite of applications, including email marketing, website visitor tracking, lead management, social media management, reporting and analytics, as well as integrations with webinar and event planning.

With Act-On's email marketing, businesses can segment their customers into a variety of categories, allowing marketers to focus on a particular target market within that email group. The software offers core website tracking feature, which gives complete visibility into the types of customers that are visiting their site as well as their activities and the time spent on different contents while they are on the website. Act-On is ideal for small marketing teams needing a marketing automation tool with minimal IT involvement, this software offer tools to build and optimize campaigns, generate leads, score and prioritize prospects, among others. The solution is capable of integrating with almost any leading CRM available in the market.

This tools let you automate key processes and tasks that are critical to campaign success. With Act-On, you can point, click, drag, and drop your way to a well-built marketing machine. Set up lead nurturing, segment lists, score and distribute leads, and trigger offers when someone performs a specific action. You can measure the performance of your email campaigns in real time. From one-off messages and trigger emails to targeted and automated drip campaigns, get big-picture and drill-down views of delivery, bounces, opens, clickthroughs, clickmaps, performance trends, and much much more.

Quick summary of Redtail

Redtail CRM is a web-based software designed exclusively for financial professionals. This Intuitive and user-friendly software is used by financial advisers and financial management companies to track their customers' data and the activities they perform for them. Redtail aims to simplify work flows and automate client management.

This CRM helps users quickly access any information they need. It can generate customer and account reports.

Users can also send messages and attachments to groups of leads or potential leads. The CRM software provides useful information such as the marketing campaign that generated a lead or a potential prospect. Redtail CRM offers the possibility of organizing seminars and allows users to manage and track them all in one place.


What you can do with Act-On and Redtail

Create new Redtail contacts in tags with Act-On

Update Redtail contacts in tags with Act-On


Other popular Redtail integrations offered by LeadsBridge

No integration available but…
Send us a request and we’ll put on our integration roadmap!


https://leadsbridge.com/wp-content/themes/leadsbridge/img/icon/rocket.webp

Start Automating today!

Try LeadsBridge for free today or get a demo to see how LeadsBridge can help you scale your lead generation and marketing automation