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Cyberimpact + Redtail CRM

Update Redtail CRM contacts and add new members in Cyberimpact

Maintain an updated contact list effortlessly with this Redtail CRM to Cyberimpact automation. Whenever a contact is updated in Redtail CRM, the workflow instantly adds the revised contact to your Cyberimpact list. This seamless process ensures your mailing list remains current, enabling effective contact management and consistent engagement with your audience.

Maintain an updated contact list effortlessly with this Redtail CRM to Cyberimpact automation. Whenever a contact is updated in Redtail CRM, the workflow instantly adds the revised contact to your Cyberimpact list. This seamless process ensures your mailing list remains current, enabling effective contact management and consistent engagement with your audience.

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

    Triggers when an existing contact is updated in your database.

    TriggerInstant
  2. automatically do this!
    CyberimpactCyberimpact
    Add a New Member

    Add a new member in your account. If you need the member to confirm its subscription, it is recommended that you use "Opt-In a Member".

    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
cyberimpact logo
cyberimpact logo

About Cyberimpact

Cyberimpact is a CASL-Compliant email marketing service that makes it easy to create and send beautiful and efficient newsletter campaigns.

Related categories

  • Email Newsletters
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 moreHelp

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