e-shot + Redtail CRM

e-shot + Redtail CRM integrations

Create and save contacts in e-shot when new contacts are added to Redtail CRM

Effortlessly keep your contact lists up-to-date with this Redtail CRM and e-shot workflow. When a new contact is created in Redtail CRM, their information is instantly saved as a contact in e-shot. This integration helps maintain a seamless, organized database, saving valuable time and ensuring accurate contact information across both platforms.

When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Save ContactCreate a new contact or update an existing one. We work this out based on whether the specified details match a contact in your e-shot™ account.
ActionWrite

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More things you can do with Redtail CRM and e-shot

Discover other triggers and actions you can use with Redtail CRM and e-shot

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
Try It
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
- 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
- SubaccountID
  Required
- CampaignID
Trigger
Polling
Try It
- SubaccountID
  Required
- CampaignID
Trigger
Polling
Try It
- SubaccountID
  Required
- ChannelID
  Required
- PreferenceID
  Required
Trigger
Polling
Try It
- SubaccountID
  Required
- ChannelID
  Required
- PreferenceID
  Required
Trigger
Polling
Try It
- ContactID
  Required
Action
Write
- SubaccountID
  Required
- GroupID
  Required
- ContactID
  Required
Action
Write
- SubaccountID
  Required
- ChannelID
  Required
- PreferenceID
  Required
- ContactID
  Required
Action
Write
- SubaccountID
  Required
- ChannelID
  Required
- PreferenceID
  Required
- ContactID
  Required
Action
Write
- SubaccountID
  Required
- Name
  Required
- Description
- Is checked by default
- Is shown in UI
Action
Write
- Name
  Required
Action
Search
- Name
  Required
- SubaccountID
  Required
- Name
  Required
- Description
- Is checked by default
- Is shown in UI
Action
Search or 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
Try It
Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
Try It
Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
Try It
Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
Try It
- 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
- 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
- SubaccountID
  Required
- CampaignID
- BounceType
Trigger
Polling
Try It
Contact Deleted
Triggers when a contact is deleted.
Trigger
Polling
Try It
- Subaccount
  Required
- Group
Trigger
Polling
Try It
- SubaccountID
  Required
- GroupIDs
- CampaignID
Trigger
Polling
Try It
- SubaccountID
  Required
- GroupIDs
Trigger
Polling
Try It
- SubaccountID
  Required
- GroupID
  Required
- ContactID
  Required
Action
Write
- Subaccount
  Required
- Source
  Required
- Email
  Required
- Groups
  Required
Action
Write
- ContactID
Action
Write
- ContactID
Action
Write
- Email
  Required
Action
Search
- Email
  Required
- Subaccount
  Required
- Source
  Required
- Email
  Required
- Groups
  Required
Action
Search or write

About e-shot

e-shot™ is an intuitive marketing automation platform offering intelligent automation & a team that cares. We help your email marketing deliver beyond the click.

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Related categories

Email Newsletters

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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