ActiveCampaign + Redtail CRM

Create contacts in ActiveCampaign for new activities in Redtail CRM

Effortlessly streamline your contact management by connecting your Redtail CRM and ActiveCampaign. With this automation, whenever you create a new activity in Redtail CRM, the contact associated with that activity will be added to a designated account in ActiveCampaign. Save time and ensure seamless communication with your clients by keeping your contact information organized and up-to-date.

Effortlessly streamline your contact management by connecting your Redtail CRM and ActiveCampaign. With this automation, whenever you create a new activity in Redtail CRM, the contact associated with that activity will be added to a designated account in ActiveCampaign. Save time and ensure seamless communication with your clients by keeping your contact information organized and up-to-date.

  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
    Add Contact to Account

    Adds a contact to an ActiveCampaign 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
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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