mailXpert + Redtail Integrations, Built by an AI Agent
Put mailXpert + Redtail to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between mailXpert and Redtail
See the kind of workflows teams build with mailXpert and Redtail below — describe the exact one you want above and the Agent builds it on demand.
mailXpert + Redtail
When an email is opened in mailXpert, record an activity entry in the client's profile in Redtail CRM.
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Add new CRM leads to email marketing lists
When a new lead is created in Redtail, automatically add them as a subscriber to a designated list in mailXpert.
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Create CRM contacts from email subscribers
When a new subscriber is added in mailXpert, automatically create a matching contact record in Redtail.
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Send transactional emails on closed deals
When a deal is marked won in Redtail, automatically send a transactional confirmation email to the client using mailXpert.
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Browse the full workflow library →
Looking to achieve something else with mailXpert and Redtail?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for mailXpert and Redtail
Everything mailXpert and Redtail can do inside a workflow — the triggers that start one and the actions that run when it fires.
mailXpert Explore mailXpert →
mailXpert is a digital marketing platform designed for creating, sending, and analyzing email newsletters and automated campaigns.
TriggersTriggers when a contact is unsubscribed.
Triggers when a new contact is created or updated.
Triggers when an link is opened.
Triggers when an email is opened.
Add contact to an automation Flow.
Subscribes a contact with a double opt-in process according to the contact list settings.
Unsubscribes a contact.
Creates or updates a contact. If a matching contact is found then it will be updated, otherwise a new contact with being subscribed (no double opt in) will be created in the selected contact list.
Creates or updates a contact. If a matching contact is found then it will be updated, otherwise a new contact without being directly subscribed (double opt in enabled) will be created in the selected contact list.
Creates or updates a contact. If a matching contact is found then it will be updated, otherwise a new contact will be created in the selected contact list. The affected Contact will be added to the selected automation Flow.
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 Email Marketing apps on Knit
Explore more Email Marketing integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
Action Network
A digital organizing toolset that provides email marketing, online petitions, and fundraising tools for progressive campaigns and nonprofits.
Acumbamail
An email marketing and SMS platform for creating newsletters, managing subscriber lists, and running automated email campaigns.
Adestra
Adestra is an enterprise email marketing software platform providing message personalization, automation, and campaign delivery tracking.
Audienceful
Audienceful is a content-focused email marketing platform that allows users to publish web content and email newsletters simultaneously.
AWeber
AWeber is an email marketing tool that enables small businesses to design newsletters, automate campaigns, and manage subscribers.
beehiiv
beehiiv is a digital newsletter platform that provides tools for content creators to write, send, scale, and monetize email newsletters.
BigMailer
BigMailer is an email marketing and newsletter platform that allows agencies and high-volume senders to manage bulk email campaigns.
BirdSend
BirdSend is an email marketing automation application designed for content creators to manage contact lists and email campaigns.
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
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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 mailXpert + Redtail
Is there a pre-built mailXpert + Redtail automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches mailXpert and Redtail's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built mailXpert or Redtail connector?
No. The Agent works whether or not mailXpert 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 syncing Redtail and mailXpert improve lead tracking?
New subscribers or email interactions in mailXpert automatically create or update records in Redtail, providing sales teams with clear engagement context.
Can deal stage updates trigger targeted emails?
Yes, changing a deal stage or closing a deal in Redtail can automatically add subscribers to specific lists or send transactional emails through mailXpert.