CleverReach + Redtail CRM

CleverReach + Redtail CRM integrations

Create CleverReach subscribers from new Redtail CRM activities

Easily keep your marketing list up-to-date with this clever automation. When a new activity is created in Redtail CRM, the workflow will conveniently add or update the respective subscriber in CleverReach, ensuring your email campaigns stay relevant and targeted. This seamless integration saves you valuable time by reducing manual data entry and maintaining an organized marketing list.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Add/Update SubscriberAdds a new subscriber in a selected list. Can be used to update an existing subscriber too.
ActionWrite

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More things you can do with Redtail CRM and CleverReach

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

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
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
- Link
- Campaign
  Required
Trigger
Polling
Try It
- List
  Required
Trigger
Polling
Try It
- List
  Required
- Email
  Required
- Double Opt-In
- Form
- Source of Data
- Salutation
- Title
- First Name
- Last Name
- Street Address
- Zip Code
- City
- Country
- State/Province
- Birthday
- Phone/Mobile
- Shop
- Customer Number
- Newsletter Subscription
- Language
- Activate Recipients
- Tags Separator
- Tags
- Remove previous tags
  Required
Action
Write
- Email
  Required
Action
Search

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
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
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- 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
- State
Trigger
Polling
Try It
- List
  Required
Trigger
Polling
Try It
- List
  Required
- Email
  Required
- Order ID
  Required
- Product Name
  Required
- Product ID
- Product Price
- Quantity
- Currency
- Date of Order
- Source of Purchase
Action
Write
- List
  Required
- Email
  Required
Action
Write

About CleverReach

CleverReach is an email marketing solution that lets you easily create newsletters online and send them to your customers.

Learn moreLearn moreHelpHelp

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.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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