ActiveCampaign + Redtail CRM

Create or update ActiveCampaign contacts when new Redtail CRM contacts are created

Effortlessly maintain your contacts across Redtail CRM and ActiveCampaign with this seamless automation. When a new contact is created in Redtail CRM, this workflow instantly adds or updates the contact in ActiveCampaign, saving you time and ensuring that your contact data is always in sync. Keep your marketing and sales efforts on point with accurate contact information in both platforms.

Effortlessly maintain your contacts across Redtail CRM and ActiveCampaign with this seamless automation. When a new contact is created in Redtail CRM, this workflow instantly adds or updates the contact in ActiveCampaign, saving you time and ensuring that your contact data is always in sync. Keep your marketing and sales efforts on point with accurate contact information in both platforms.

  1. When this happens...
    Redtail CRMRedtail CRM
    Contact Created

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    ActiveCampaignActiveCampaign
    Create or Update Contact

    Creates a new contact, or updates an existing contact.

    ActionWrite
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Supported triggers and actions

  • Redtail CRM triggers, actions, and search

    Activity Deleted

    Triggers when an activity is deleted in your database.

    Trigger
    Instant
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  • Redtail CRM triggers, actions, and search

    Contact Created

    Triggers when a new contact is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Updated

    Triggers when an existing contact is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Deleted

    Triggers when an opportunity is deleted in your database.

    Trigger
    Instant
    Try It
activecampaign logo
activecampaign logo

About ActiveCampaign

ActiveCampaign is a customer experience automation (CXA) platform that helps businesses meaningfully engage customers. Access pre-built automations that combine transactional email and email marketing, marketing automation, ecommerce marketing, and CRM for powerful segmentation and personalization across social, email, messaging, chat, and text.
Learn more

Related categories

  • Marketing Automation

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redtailcrm logo

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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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