ActiveCampaign + Redtail CRM

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

Effortlessly maintain your contacts across platforms with this automation workflow. When a new contact is created in Redtail CRM, the workflow will simultaneously create or update the contact in ActiveCampaign. Streamline your contact management process and ensure consistent information, saving time and reducing the risk of errors.

Effortlessly maintain your contacts across platforms with this automation workflow. When a new contact is created in Redtail CRM, the workflow will simultaneously create or update the contact in ActiveCampaign. Streamline your contact management process and ensure consistent information, saving time and reducing the risk of errors.

  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 Task

    Creates or updates a contact task

    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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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