Redtail + PenPals Integrations, Built by an AI Agent
Put Redtail + PenPals to work with AI and enterprise-grade automation
4.9/5 on G2·
Google for Startups Accelerator
Workflows you can build between Redtail and PenPals
See the kind of workflows teams build with Redtail and PenPals below — describe the exact one you want above and the Agent builds it on demand.
Enroll new CRM leads into marketing segments
When a lead is created in Redtail, automatically add them to a welcome segment in PenPals to start outreach.
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Log sent campaigns on CRM deal records
When a campaign is sent in PenPals, automatically log an activity on the corresponding deal in Redtail for sales tracking.
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Subscribe contacts after winning deals
When a deal is won in Redtail, automatically add the customer as a subscriber in PenPals to send welcoming newsletters.
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Browse the full workflow library →
Looking to achieve something else with Redtail and PenPals?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Redtail and PenPals
Everything Redtail and PenPals 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.
PenPals Explore PenPals →
PenPals is an automated direct mail platform that helps businesses send personalized handwritten notes and physical mailers to build customer relationships.
ActionsCreates a handwritten card & adds to your cart. Use when you want to finalize & send your orders directly in PenPals.
Adds a recipient to your address book.
Schedules a handwritten card to send at a future date. Note: requires active payment method in your PenPals account.
Sends a handwritten card. Note: requires active payment method in your PenPals account.
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 Marketing apps on Knit
Explore more Marketing integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
Absinthe
Absinthe is a marketing platform designed to help web3 brands manage referral programs, affiliate campaigns, and user acquisition.
Adact
Adact is a gamified marketing platform that allows businesses to build interactive games and branded experiences for audience engagement.
Admiral
A visitor relationship management platform that helps digital publishers block adblockers and monetize web traffic through subscriptions.
AppSorteos
A marketing tool for running online giveaways, contest draws, and random comment picking across major social media platforms.
Attentive
An SMS and text message marketing platform designed for e-commerce brands to drive customer engagement and sales.
AvenueHQ
AvenueHQ is a digital marketing platform tailored for real estate professionals to manage websites, digital ads, and client leads.
Bark
Bark is an online lead generation marketplace that connects service professionals with consumers seeking local or professional service providers.
BDOW (FKA Sumo)
A lead generation and website pop-up tool designed to convert site visitors into email subscribers and customers.
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 + PenPals
Is there a pre-built Redtail + PenPals automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Redtail and PenPals's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Redtail or PenPals connector?
No. The Agent works whether or not Redtail or PenPals 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 integrating PenPals with Redtail help sales representatives?
Marketing emails sent from PenPals can automatically log activities on CRM contacts or deals in Redtail, providing sales reps full visibility.
Can new sales prospects automatically enter marketing campaigns?
Yes, creating a new lead or deal in Redtail can immediately add the contact as a subscriber in PenPals.