Drip + Redtail CRM

Update Drip subscribers with tags when Redtail CRM contacts are updated

Keep your Drip subscribers up to date with the latest information from your Redtail CRM contacts using this automation workflow. When a contact is updated in Redtail CRM, this workflow adds a tag to the corresponding subscriber in Drip, ensuring consistent information across both platforms. Streamline your contact management and maintain organized, accurate data with this seamless integration.

Keep your Drip subscribers up to date with the latest information from your Redtail CRM contacts using this automation workflow. When a contact is updated in Redtail CRM, this workflow adds a tag to the corresponding subscriber in Drip, ensuring consistent information across both platforms. Streamline your contact management and maintain organized, accurate data with this seamless integration.

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

    Triggers when an existing contact is updated in your database.

    TriggerInstant
  2. automatically do this!
    DripDrip
    Add Tag to Subscriber

    Adds a tag to a subscriber.

    ActionWrite
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Supported triggers and actions

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About Drip

Automate your ecommerce marketing at scale. Drip is your ecommerce marketing engine. Build personalized customer experiences, drive more revenue, and take your marketing strategy to the next level with Drip.

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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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  • CRM (Customer Relationship Management)

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