Freshcaller + Redtail Integrations, Built by an AI Agent
Put Freshcaller + Redtail to work with AI and enterprise-grade automation
Learn more about Freshcaller integrations or talk to a human
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Workflows you can build between Freshcaller and Redtail
See the kind of workflows teams build with Freshcaller and Redtail below — describe the exact one you want above and the Agent builds it on demand.
Freshcaller + Redtail
When a voicemail is received in Freshcaller, log contact activity notes in Redtail CRM.
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Send text messages to newly created leads
When a new lead is created in Redtail, automatically send a welcome SMS via Freshcaller to establish immediate contact.
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Log inbound calls and missed calls in CRM
When an inbound call or missed call occurs in Freshcaller, automatically log the activity on the contact's record in Redtail.
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Dispatch text confirmations on won deals
When a deal is won in Redtail, send an automated SMS via Freshcaller to confirm details with the client.
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Browse the full workflow library →
Looking to achieve something else with Freshcaller and Redtail?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Freshcaller and Redtail
Everything Freshcaller and Redtail can do inside a workflow — the triggers that start one and the actions that run when it fires.
Freshcaller Explore Freshcaller →
Freshcaller is a cloud PBX and virtual call center software that enables teams to manage inbound and outbound calls.
TriggersTriggers when there is a missed or an abandoned call (inbound/outbound).
Triggers when a call is completed (inbound/outbound).
Triggers when a call reaches voicemail.
Triggers when a user takes call notes for any call (inbound/outbound).
Create a contact on the caller account.
Redtail Explore Redtail →
Redtail CRM is a web-based customer relationship management platform designed specifically for financial advisors and wealth management professionals.
TriggersTriggers when a new activity is created in your database.
Triggers when an activity is deleted in your database.
Triggers when an activity is updated in your database.
Triggers when a new contact is created in your database.
Triggers when a new contact is deleted in your database.
Triggers when an existing contact is updated in your database.
Creates a new activity in your database.
Creates a new contact in your database.
Creates a new opportunity in your database.
Updates and existing activity in your database.
Updates an existing contact in your database.
Updates an existing opportunity in your database.
Other Phone & SMS apps on Knit
Explore more Phone & SMS integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
2Chat
2Chat is a messaging integration platform that enables e-commerce brands to connect WhatsApp accounts to business systems for automated customer support.
46elks
46elks is a developer platform offering cloud telecommunication APIs to send and receive SMS messages, MMS, and manage phone calls.
8x8
8x8 is a cloud communications platform providing voice calling, video conferencing, team messaging, and contact center capabilities.
Abby Connect
Abby Connect is a virtual receptionist and answering service that manages incoming customer phone calls and live website chats.
Adversus Dialer
Adversus Dialer is a cloud-based predictive dialer and contact center platform designed to automate outbound telemarketing calls.
Aircall
Aircall is a cloud-based phone system and call center software integrated with sales and support tools for business communication.
allmysms
allmysms is a mobile messaging platform providing bulk SMS sending, two-way texting, and automated message notification services.
Aloware
A contact center and cloud phone system providing automated calling, texting, and sales dialer capabilities for teams.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
1FIT
A fitness management platform that provides users with access to multiple gyms and sports facilities under a single membership.
ABC GymSales
ABC GymSales is a sales automation and lead management tool designed specifically for health clubs and commercial fitness centers.
ABC Sales AI
ABC Sales AI is an automated sales enablement platform that assists revenue teams in prospecting, engaging, and managing prospective customer leads.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Freshcaller + Redtail
Is there a pre-built Freshcaller + Redtail automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Freshcaller and Redtail's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Freshcaller or Redtail connector?
No. The Agent works whether or not Freshcaller or Redtail already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does connecting Redtail and Freshcaller help track phone communications?
Inbound calls, text messages, and missed calls handled in Freshcaller can automatically log activities or update lead profiles directly inside Redtail.
Can I automate text message follow-ups when deal stages change?
Yes, updating a deal stage in Redtail can prompt Freshcaller to send an automated SMS confirmation or message to the client.