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Dinamize + Redtail CRM

Create or update Dinamize subscribers from new Redtail CRM contacts

Effortlessly maintain your email marketing list with this Redtail CRM and Dinamize integration. Whenever a new contact is created in Redtail CRM, this workflow will either add or update the subscriber information in Dinamize, ensuring your email list stays up-to-date and organized. Enjoy a seamless connection between your CRM and email marketing efforts to save time and improve your outreach strategy.

Effortlessly maintain your email marketing list with this Redtail CRM and Dinamize integration. Whenever a new contact is created in Redtail CRM, this workflow will either add or update the subscriber information in Dinamize, ensuring your email list stays up-to-date and organized. Enjoy a seamless connection between your CRM and email marketing efforts to save time and improve your outreach strategy.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    DinamizeDinamize
    Add or Update Subscriber

    Adds or update a subscriber.

    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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dinamize logo

About Dinamize

Dinamize has email and inbound marketing solutions, where you can manage your contacts and perform various actions using different features.

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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