Constant Contact + Redtail CRM

Complete workflow steps in Redtail CRM and add contacts to list in Constant Contact

Simplify your marketing processes now. Whenever a workflow step is completed in Redtail CRM, this integration effortlessly helps you by sending a new contact directly to your chosen list in Constant Contact. This automated process saves time and ensures efficient contact management for your email marketing needs. No more manual transfers, so you can focus on crafting the best engagement strategies for your audience.

Simplify your marketing processes now. Whenever a workflow step is completed in Redtail CRM, this integration effortlessly helps you by sending a new contact directly to your chosen list in Constant Contact. This automated process saves time and ensures efficient contact management for your email marketing needs. No more manual transfers, so you can focus on crafting the best engagement strategies for your audience.

  1. When this happens...
    Redtail CRMRedtail CRM
    Workflow Step Completed

    Triggers when a Workflow Step is completed 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
    Try It
  • 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

Related categories

  • 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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