Campaigner + Redtail CRM

Create activities in Redtail CRM and assign contacts to Campaigner workflow

Effortlessly keep your contacts organized with this Redtail CRM and Campaigner automation. Whenever a new activity is created in Redtail CRM, this workflow will assign the associated contact to a Campaigner workflow. Streamline your marketing processes and ensure relevant contacts are engaged in your campaigns with this seamless connection between Redtail CRM and Campaigner.

Effortlessly keep your contacts organized with this Redtail CRM and Campaigner automation. Whenever a new activity is created in Redtail CRM, this workflow will assign the associated contact to a Campaigner workflow. Streamline your marketing processes and ensure relevant contacts are engaged in your campaigns with this seamless connection between Redtail CRM and Campaigner.

  1. When this happens...
    Redtail CRMRedtail CRM
    Activity Created

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    CampaignerCampaigner
    Assign Contact to Workflow

    Adds contacts to workflow. Make sure that contacts are already in Campaigner.

    ActionWrite
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Supported triggers and actions

  • Redtail CRM triggers, actions, and search

    Activity Deleted

    Triggers when an activity is deleted in your database.

    Trigger
    Instant
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  • Redtail CRM triggers, actions, and search

    Contact Created

    Triggers when a new contact is created in your database.

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

    Contact Updated

    Triggers when an existing contact is updated in your database.

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

    Opportunity Deleted

    Triggers when an opportunity is deleted in your database.

    Trigger
    Instant
    Try It
campaigner logo
campaigner logo

About Campaigner

Campaigner is a powerful multi-channel marketing platform that has robust features to deliver email and SMS campaigns that help you drive sales.

Related categories

  • Marketing
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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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