Act-On + Redtail CRM

Act-On + Redtail CRM integrations

Update Act-On contacts when Redtail CRM contacts are updated

Keep your contact information up to date and consistent across your marketing tools with this easy-to-use workflow. When a contact's details are updated in Redtail CRM, the automation will also update or create the same contact within Act-On using their email address. This ensures that your audience receives timely and relevant communication, without any manual effort on your part.

When this happens...
Contact UpdatedTriggers when an existing contact is updated in your database.
TriggerInstant
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Update or Create Contact in Marketing List by EmailUpdates an existing contact or creates one if not found in a target list. A contact is identified by their email address.
ActionWrite

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More things you can do with Redtail CRM and Act-On

Discover other triggers and actions you can use with Redtail CRM and Act-On

Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
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Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
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Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
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Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
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Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
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Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write

- ID
  Required
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- ID
  Required
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- Program
  Required
Trigger
Instant
Try It
- Segment
  Required
- Contact
  Required
Action
Write
- Form
  Required
Action
Write
Update or Create Contact in All Contacts by External ID
Updates an existing contact or creates a new one if not found in All Contacts. A contact is identified by their unique ID in the source object. Go to Zapier’s help page to get more info.
Action
Write

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
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Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
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Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
Try It
Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
Try It
Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
Try It
- Subject
  Required
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- ID
  Required
- First Name
- Last Name
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
Action
Write
Act-On Outgoing Webhooks
Triggers when an Act-On outgoing webhook is received.
Trigger
Instant
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- Form
  Required
Trigger
Instant
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- List
  Required
Action
Write
- Contact update policy
  Required
Action
Write
- List
  Required
- Email (To Identify Contact)
  Required
Action
Write

About Act-On

Act-On's growth marketing platform enables marketers to grow their business, deliver exceptional brand experiences, and drive customer engagement with their offerings across the customer life cycle-for every customer, every time.

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Related categories

Marketing Automation

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About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.