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Delivra + Redtail CRM

Update Delivra contacts when Redtail CRM contacts are modified

Keep your contact information up-to-date across your CRM and email marketing platforms with this seamless automation. Whenever a contact is updated in Redtail CRM, this workflow will create or update the contact in Delivra, ensuring consistent data across your tools. Save time and reduce manual entry errors by streamlining your contact management process.

Keep your contact information up-to-date across your CRM and email marketing platforms with this seamless automation. Whenever a contact is updated in Redtail CRM, this workflow will create or update the contact in Delivra, ensuring consistent data across your tools. Save time and reduce manual entry errors by streamlining your contact management process.

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

    Triggers when an existing contact is updated in your database.

    TriggerInstant
  2. automatically do this!
    DelivraDelivra
    Create/Update Contact

    Creates a new contact or updates an existing contact based on email address. Can be used to send a Welcome or Confirm Opt-In email.

    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 Delivra

Delivra is a robust multi-channel marketing automation platform used to keep your prospects informed through their customer journey. With intuitive data management and easy personalization tools, we make it easy to acquire, manage, and nurture leads through that other crucial period – after they’re your customer!
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Related categories

  • Marketing Automation

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