ActiveCampaign + Redtail CRM

Create new ActiveCampaign accounts from Redtail CRM contacts

Create a seamless connection between Redtail CRM and ActiveCampaign with this workflow. When a new contact is added in Redtail CRM, an account will be automatically created for them in ActiveCampaign. Save time on manual data entry and focus on building strong relationships with your clients.

Create a seamless connection between Redtail CRM and ActiveCampaign with this workflow. When a new contact is added in Redtail CRM, an account will be automatically created for them in ActiveCampaign. Save time on manual data entry and focus on building strong relationships with your clients.

  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 Account

    Creates a new account.

    ActionWrite
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Supported triggers and actions

What does this mean?
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.

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.
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Related categories

  • CRM (Customer Relationship Management)

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