ActiveCampaign + Redtail CRM

Create new contacts in Redtail CRM for every new contact in ActiveCampaign

This workflow springs into action when you add a new contact in ActiveCampaign, instantly creating an equivalent entry in Redtail CRM. It takes away the hassle of manual data entry and ensures consistency across both your platforms. Lay back and let this automation seamlessly streamline your contact management, so you can focus more on forging stronger relationships.

This workflow springs into action when you add a new contact in ActiveCampaign, instantly creating an equivalent entry in Redtail CRM. It takes away the hassle of manual data entry and ensures consistency across both your platforms. Lay back and let this automation seamlessly streamline your contact management, so you can focus more on forging stronger relationships.

  1. When this happens...
    ActiveCampaignActiveCampaign
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    Redtail CRMRedtail CRM
    Create Contact

    Creates a new contact in your database.

    ActionWrite
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Supported triggers and actions

    • Custom ObjectRequired

    Trigger
    Instant
    Try It
  • ActiveCampaign triggers, actions, and search

    New or Updated Account

    Triggers when a new account is added or an existing account's details are updated.

    Trigger
    Instant
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    • ListRequired

    Trigger
    Instant
    Try It
    • ListRequired

    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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