Drip + Redtail CRM

Create or update Drip subscribers when new Redtail CRM activities are generated

Efficiently manage and engage your contacts with this Redtail CRM and Drip workflow. Whenever a new activity is created in Redtail CRM, the contact associated with that activity will be added or updated as a subscriber in Drip. This seamless automation helps you save time and ensures your subscriber list in Drip stays up-to-date with relevant contact information.

Efficiently manage and engage your contacts with this Redtail CRM and Drip workflow. Whenever a new activity is created in Redtail CRM, the contact associated with that activity will be added or updated as a subscriber in Drip. This seamless automation helps you save time and ensures your subscriber list in Drip stays up-to-date with relevant contact information.

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

    Triggers when a new activity 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

drip logo
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.

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  • 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

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  • CRM (Customer Relationship Management)

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