Redtail + Funnelytics Integrations, Built by an AI Agent
Put Redtail + Funnelytics to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Redtail and Funnelytics
See the kind of workflows teams build with Redtail and Funnelytics below — describe the exact one you want above and the Agent builds it on demand.
Log sales task when key metric threshold is breached
When performance metrics cross a specified boundary in Funnelytics, automatically log an activity in Redtail so account managers can respond promptly.
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Refresh performance dashboards upon winning a deal
Whenever a deal is marked won in Redtail, prompt Funnelytics to instantly refresh financial dashboards for accurate, up-to-the-minute revenue tracking.
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Export executive report when a high-value lead is created
When a new lead enters Redtail, automatically generate and export a detailed analytics report in Funnelytics to evaluate marketing campaign performance.
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Browse the full workflow library →
Looking to achieve something else with Redtail and Funnelytics?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Redtail and Funnelytics
Everything Redtail and Funnelytics can do inside a workflow — the triggers that start one and the actions that run when it fires.
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.
Funnelytics Explore Funnelytics →
Funnelytics is a visual marketing analytics platform that maps, tracks, and analyzes user conversion funnels and customer journeys online.
ActionsTrack any kind of action that you want with the flexibility of the custom action
Track deal pipelines updates
Track form submissions.
Track transaction actions, like purchases or refunds.
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.
Other Analytics & BI apps on Knit
Explore more Analytics & BI integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
360 Application Service
A business analytics dashboard tool that visualizes performance metrics and aggregates operational data for reporting.
Access FastTrack360
A recruitment software platform providing operational analytics, business intelligence, and payroll reporting for staffing agencies.
Atlas
Atlas is a business intelligence platform designed to aggregate organizational data and generate visual performance dashboards.
Auryc
Auryc is a digital analytics platform that provides session replay, heatmaps, and customer behavior insights for web and mobile applications.
Baremetrics
A subscription analytics platform that provides financial dashboards, recurring revenue metrics, and customer churn analysis.
Boloo
Boloo is an e-commerce management and analytics platform designed for sellers operating on online marketplaces like Bol.com and Amazon.
Brieferr
Brieferr is a data reporting and analytics platform that consolidates business metrics into automated summaries and insights for teams.
BuzzBoard Ignite
BuzzBoard Ignite is analytics & BI software.
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 Redtail + Funnelytics
Is there a pre-built Redtail + Funnelytics automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Redtail and Funnelytics's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Redtail or Funnelytics connector?
No. The Agent works whether or not Redtail or Funnelytics 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 Funnelytics to Redtail help our sales team?
It automatically logs sales milestones into Funnelytics for real-time reporting and lets BI alerts update record details or log activities in Redtail when key thresholds are reached.
Can dashboard updates be automated when deals close in Redtail?
Yes, whenever key milestones like winning a deal occur in Redtail, Funnelytics can automatically refresh dashboards or export updated reports for leadership.