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EmailOctopus + Redtail CRM

Update EmailOctopus contacts with Redtail CRM contact changes

Keep your EmailOctopus contacts in sync with your Redtail CRM contacts effortlessly. With this workflow, every time a contact is updated in Redtail CRM, the same contact will be added or updated in EmailOctopus. This way, you can maintain accurate and up-to-date contact information across both platforms without any manual intervention.

Keep your EmailOctopus contacts in sync with your Redtail CRM contacts effortlessly. With this workflow, every time a contact is updated in Redtail CRM, the same contact will be added or updated in EmailOctopus. This way, you can maintain accurate and up-to-date contact information across both platforms without any manual intervention.

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

    Triggers when an existing contact is updated in your database.

    TriggerInstant
  2. automatically do this!
    EmailOctopusEmailOctopus
    Add/Update Contact

    Adds a new contact to a list, or optionally updates an existing contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Redtail CRM triggers, actions, and search

    Activity Created

    Triggers when a new activity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Updated

    Triggers when an activity is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Deleted

    Triggers when a new contact is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
    Try It
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About EmailOctopus

A cheaper way to send your email marketing campaigns.
Learn moreHelp

Related categories

  • Email Newsletters

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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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