Constant Contact + Redtail CRM

Add new contacts in Redtail CRM to a list in Constant Contact immediately when they're created

When a new contact is added to your Redtail CRM, this workflow ensures they are instantly included in your Constant Contact list as well. Perfect for maintaining updated contact lists for marketing and communication, this automation takes care of your manual task, saving time and ensuring consistency. Enjoy streamlined marketing operations with this efficient workflow.

When a new contact is added to your Redtail CRM, this workflow ensures they are instantly included in your Constant Contact list as well. Perfect for maintaining updated contact lists for marketing and communication, this automation takes care of your manual task, saving time and ensuring consistency. Enjoy streamlined marketing operations with this efficient workflow.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    Constant ContactConstant Contact
    Add Contact to List

    Adds a contact to one or more lists.

    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
constant-contact logo
constant-contact logo

About Constant Contact

Constant Contact can help grow your business with an email marketing tool that’s affordable, powerful, and easy to use.
Learn more

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  • Email Newsletters

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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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