Act-On + Redtail CRM
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.
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 Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Update or Create Contact (By Email Address)
Updates an existing contact or creates one if not found in a target list. A contact is identified by their email address.
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Activity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try ItContact Deleted
Triggers when a new contact is deleted in your database.
Try ItOpportunity Created
Triggers when a new opportunity is created in your database.
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Activity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try ItContact Updated
Triggers when an existing contact is updated in your database.
Try ItOpportunity Deleted
Triggers when an opportunity is deleted in your database.
Try It
