Benchmark Email Classic + Redtail CRM

Benchmark Email Classic + Redtail CRM integrations

Update and add Redtail CRM contacts to Benchmark Email Classic lists

Keep your Benchmark Email Classic contact lists up-to-date with this workflow. Whenever a contact is updated in Redtail CRM, it will automatically add or update the contact on your chosen Benchmark Email Classic list. This ensures that your email marketing campaigns consistently reach the right audience with accurate information.

When this happens...
Contact UpdatedTriggers when an existing contact is updated in your database.
TriggerInstant
automatically do this!
Add Contact to ListAdds a contact to a specific list in your account.
ActionWrite

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More things you can do with Redtail CRM and Benchmark Email Classic

Discover other triggers and actions you can use with Redtail CRM and Benchmark Email Classic

Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
Try It
Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
Try It
Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
Try It
Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
Try It
Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
Try It

Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write

- ID
  Required
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- ID
  Required
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- Email
Trigger
Polling
Try It
New List
Triggers when a new list is added.
Trigger
Polling
Try It
New Unsubscriber
Triggers when a new unsubscriber is added to your account.
Trigger
Polling
Try It
- List
  Required
- Contact
  Required
Action
Write
- Email Address
  Required
Action
Search

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
Try It
Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
Try It
Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
Try It
Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
Try It
Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
Try It
- Subject
  Required
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- ID
  Required
- First Name
- Last Name
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
Action
Write
- Email
Trigger
Polling
Try It
- List
  Required
Trigger
Polling
Try It
- Segment
  Required
Trigger
Polling
Try It
- List
  Required
- Email Address
  Required
- Email Preference
- First Name
- Last Name
- Middle Name
Action
Write
- List
  Required
- Contact
  Required
- Email Address
- First Name
- Last Name
- Email Preference
Action
Write
- Email Address
  Required
- List
  Required
- Email Preference
- First Name
- Last Name
- Middle Name
Action
Search or write

About Benchmark Email Classic

Benchmark Email Classic is an easy-to-use email marketing tool, the original version that has helped businesses build relationships through email for 20 years.

Learn moreLearn moreHelpHelp

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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 moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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