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Generate more leads with the ActiveCampaign + Redtail integration
ActiveCampaign / Redtail
Integrations

Generate more leads with the ActiveCampaign + Redtail integration

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LeadsBridge is a reliable integration platform that supports you with 370 integrations. Start now connecting ActiveCampaign and Redtail

Quick summary of ActiveCampaign

Activecampaign allows you to create automated follow-up sequences and newsletters to nurture leads and customers. ActiveCampaign automation is one of the most useful features of ActiveCampaign because it helps increase conversion rates by sending highly personalized messages and relevant offers to your audience.

Thanks to ActiveCampaign you have the ability to assign tags to your leads. By doing so, you can segment your audience in order to reach them with the most relevant content and offer, tailored for them. With ActiveCampaign you can easily create workflow and funnels to improve your sales, thanks to an intuitive drag-and-drop campaign builder that everyone can use.

ActiveCampaign gives you all the tools you need to improve your lead generation activity. You can create beautifully designed opt-in forms and install them on your website. Moreover, the in-build analytics tool helps you to track your email marketing results, in order to understand what works and what doesn’t and identify your best prospects and clients.

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 ActiveCampaign and Redtail

Create new Redtail contacts in tags with ActiveCampaign

Update Redtail contacts in tags with ActiveCampaign


Other popular Redtail integrations offered by LeadsBridge

No integration available but…
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