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Curated + Redtail CRM

Add new Redtail CRM contacts to Curated as subscribers

Easily keep your Curated subscriber list updated with this Redtail CRM to Curated automation. When you create a new contact in Redtail CRM, this workflow will add them as a new subscriber in your Curated app, ensuring they stay in the loop on your latest news and updates. No more manual data entry – just a seamless connection between your CRM and newsletter platform for efficient communication management.

Easily keep your Curated subscriber list updated with this Redtail CRM to Curated automation. When you create a new contact in Redtail CRM, this workflow will add them as a new subscriber in your Curated app, ensuring they stay in the loop on your latest news and updates. No more manual data entry – just a seamless connection between your CRM and newsletter platform for efficient communication management.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    CuratedCurated
    Add New Subscriber

    Adds an email subscriber to a publication.

    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
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  • 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
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  • Redtail CRM triggers, actions, and search

    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
    Try It
curated logo
curated logo

About Curated

Curated is the quickest and easiest way to publish a digest newsletter by email and also on the web. Collect links, pick the best, add your commentary and publish it to your subscribers.

Related categories

  • Email Newsletters
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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.
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