ActiveCampaign + Redtail CRM

Create or update ActiveCampaign contacts from new Redtail CRM activities

Keep your contact tasks organized and up-to-date with this seamless workflow between Redtail CRM and ActiveCampaign. When a new activity is created in Redtail CRM, this automation will create or update a contact task in ActiveCampaign, ensuring you never miss a beat in managing your relationships. Stay on top of your tasks and strengthen your connections with this efficient, time-saving solution.

Keep your contact tasks organized and up-to-date with this seamless workflow between Redtail CRM and ActiveCampaign. When a new activity is created in Redtail CRM, this automation will create or update a contact task in ActiveCampaign, ensuring you never miss a beat in managing your relationships. Stay on top of your tasks and strengthen your connections with this efficient, time-saving solution.

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

    Triggers when a new activity is created in your database.

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

    Creates or updates a contact task

    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
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  • 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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