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BigMailer + Redtail CRM

BigMailer + Redtail CRM

BigMailer + Redtail CRM integrations

Create and update BigMailer contacts from new Redtail CRM activities

Effortlessly keep your Redtail CRM and BigMailer contacts in sync with this seamless workflow. Whenever a new activity is created in Redtail CRM, the contact associated with the activity will be added or updated in BigMailer, ensuring your email marketing lists stay up-to-date. This automated process not only saves time but also helps maintain accurate and consistent contact information across both platforms.

  1. When this happens...
    Activity Created
    Activity Created
    Activity CreatedTriggers when a new activity is created in your database.
  2. automatically do this!
    Add/Update Contact
    Add/Update Contact
    Add/Update ContactCreates or updates contact within a specified brand.
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More things you can do with Redtail CRM and BigMailer

Discover other triggers and actions you can use with Redtail CRM and BigMailer

  • 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
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  • 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
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About BigMailer
BigMailer is email marketing software for agencies and developers.
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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.
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