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Benchmark Email + Redtail CRM

Update and add Redtail CRM contacts to Benchmark Email lists

Keep your Benchmark Email 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 list. This ensures that your email marketing campaigns consistently reach the right audience with accurate information.

Keep your Benchmark Email 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 list. This ensures that your email marketing campaigns consistently reach the right audience with accurate information.

  1. When this happens...
    Redtail CRMRedtail CRM
    Contact Updated

    Triggers when an existing contact is updated in your database.

    TriggerInstant
  2. automatically do this!
    Benchmark EmailBenchmark Email
    Add Contact to List

    Adds a contact to a specific list in your account.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Redtail CRM triggers, actions, and search

    Activity Created

    Triggers when a new activity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Updated

    Triggers when an activity is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Deleted

    Triggers when a new contact is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
    Try It
benchmark-email logo
benchmark-email logo

About Benchmark Email

Benchmark is an international, easy-to-use email marketing and event management tool. Affordable, friendly and stylish.
Learn moreHelp

Related categories

  • Email Newsletters

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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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