Dotdigital + Redtail CRM

Create and send Dotdigital campaigns for new Redtail CRM contacts

Keep your marketing campaigns up-to-date with this efficient automation that connects Redtail CRM and Dotdigital. Whenever a new contact is created in Redtail CRM, this workflow will seamlessly send a campaign in Dotdigital, ensuring your new contacts always receive the latest information without any manual effort. Maintain an organized marketing strategy and engage new leads quickly and easily.

When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Send Email CampaignSend a marketing email to a contact.
ActionWrite

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More things you can do with Redtail CRM and Dotdigital

Discover other triggers and actions you can use with Redtail CRM and Dotdigital

Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
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Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
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Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
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- Linked To
Trigger
Polling
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Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
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Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
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- Subject
  Required
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write

- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- ID
  Required
- First Name
- Last Name
- Contact Status
- Contact Category
- Contact Source
- Keywords
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
Action
Write
- Search Instructions
- Search Start Date
  Required
- Search End Date
  Required
- Subject
- Contact ID
- Users
Action
Search
- Search Instructions
- Search Start Date
  Required
- Search End Date
  Required
- Subject
  Required
- Contact ID
- Users
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Search or write
Campaign Activity
Triggers when a campaign has new activity.
Trigger
Polling
Try It
- Campaign
  Required
Trigger
Polling
Try It
Contact Modified
Triggers when a new contact is modified.
Trigger
Polling
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Contact Unsubscribed
Triggers when a contact has unsubscribed.
Trigger
Polling
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- Name
  Required
- Visibility
Action
Write
- Match Identifier
  Required
- Email Type
- Optin Type
- List
- Data Fields
Action
Write
- Match Identifier
  Required
- Program
  Required
Action
Write
- Email Address
  Required
- Resubscribe with resubscription confirmation email
- Preferred Locale
- Redirect URL After Challenge
Action
Write
- Mobile Number
  Required
- Message
  Required
Action
Write
- To
  Required
- Message
  Required
- From
- Link Shortening
- Allow Unicode Characters
Action
Write

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
Try It
Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
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Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
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Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
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Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
Try It
Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Keywords
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write
- ID
  Required
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- ID
  Required
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- Search Instructions
- Name
- Email
- Phone Number
Action
Search
- Search Instructions
- Name
- Email
- Phone Number
- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Keywords
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Search or write
- Campaign
  Required
Trigger
Polling
Try It
Contact Created
Triggers when a new contact is created.
Trigger
Polling
Try It
- Suppression Reason
  Required
Trigger
Polling
Try It
- Survey
  Required
Trigger
Polling
Try It
- Match Identifier
  Required
- Email Type
- Optin Type
- List
- Data Fields
Action
Write
- Name
  Required
- Type
  Required
- Visibility
Action
Write
- Segment
  Required
Action
Write
- Campaign Name
  Required
- Email
  Required
- Send Date
Action
Write
- From Address
  Required
- To Address
  Required
- Subject
  Required
- HTML Content
  Required
- Plain Text Content
  Required
- CC Addresses
- BCC Addresses
Action
Write
- Match Identifier
  Required
Action
Write

About Dotdigital

Dotdigital is a customer experience and data platform (CXDP) that empowers marketers to create highly personalized cross-channel journeys.

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