Drip + Redtail CRM

Create or update Drip subscribers when new Redtail CRM contacts are added

Easily keep your contact list up-to-date with this Redtail CRM to Drip automation. When a new contact is created in Redtail CRM, this workflow will either create or update an existing subscriber in Drip, ensuring you always have the most accurate information available. Connecting your CRM and email marketing tools streamlines the lead management process, saving you time and effort to focus on growing your business.

Easily keep your contact list up-to-date with this Redtail CRM to Drip automation. When a new contact is created in Redtail CRM, this workflow will either create or update an existing subscriber in Drip, ensuring you always have the most accurate information available. Connecting your CRM and email marketing tools streamlines the lead management process, saving you time and effort to focus on growing your business.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    DripDrip
    Create or Update Subscriber

    Creates a new subscriber or update an existing one.

    ActionWrite
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Supported triggers and actions

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drip logo

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.

Related categories

  • Drip Emails

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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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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