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CleverReach + Redtail CRM

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.

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.

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

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    CleverReachCleverReach
    Add/Update Subscriber

    Adds a new subscriber in a selected list. Can be used to update an existing subscriber too.

    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
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About CleverReach

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

Related categories

  • Email Newsletters
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