Cakemail + Redtail CRM

Cakemail + Redtail CRM integrations

Create or update Cakemail contacts from new Redtail CRM activities

Effortlessly keep your Redtail CRM and Cakemail contacts up to date with this streamlined automation. Whenever a new activity is created in Redtail CRM, this workflow will automatically add or update the corresponding contact in Cakemail. Save time and reduce manual data entry, ensuring your marketing efforts stay focused and well-coordinated.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Add or Update ContactAdd contact to a list or update an existing contact in a list
ActionWrite

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More things you can do with Redtail CRM and Cakemail

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

Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
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Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
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Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
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Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
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Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
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Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
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- 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
New Contact
Triggers when a new Contact is added.
Trigger
Instant
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New Email Click
Triggers when a new Email Click is tracked.
Trigger
Instant
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New List
Triggers when a List is created.
Trigger
Instant
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Updated Contact
Triggers when a Contact is updated.
Trigger
Instant
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- Email
  Required
Action
Write
- Email
  Required
Action
Write

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
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Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
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Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
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Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
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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
Unsubscribed Contact
Triggers when a Contact is unsubscribed.
Trigger
Instant
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New Email Bounce
Triggers when an email bounces.
Trigger
Instant
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New Email Open
Triggers when a new Email Open is tracked.
Trigger
Instant
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New Suppressed Email
Triggers when a new Suppressed Email is added.
Trigger
Instant
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- Email
  Required
- Send double opt-in/confirmation email
  Required
- Tags
- Interests
Action
Write
- Recipient Email
  Required
- Subject
  Required
- Content
  Required
- Tracking Opens
- Track clicks in HTML version
- Track clicks in text version
Action
Write
- Email
  Required
Action
Search

About Cakemail

Cakemail provides all the tools you need to deliver the emails people want. Engage your audience and grow your business with the tools and ongoing support you need to send marketing emails.

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Related categories

Email Newsletters

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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Related categories

CRM (Customer Relationship Management)

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