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EngageBay Marketing + Redtail CRM

Update EngageBay Marketing contacts when Redtail CRM contacts are updated

Keep your contacts up-to-date across Redtail CRM and EngageBay Marketing with this seamless workflow. Whenever a contact is updated in Redtail CRM, the same contact will be created or updated in EngageBay Marketing. This ensures that your marketing efforts are always targeting the most current information, saving you time and effort in managing your contacts.

Keep your contacts up-to-date across Redtail CRM and EngageBay Marketing with this seamless workflow. Whenever a contact is updated in Redtail CRM, the same contact will be created or updated in EngageBay Marketing. This ensures that your marketing efforts are always targeting the most current information, saving you time and effort in managing your contacts.

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

    Triggers when an existing contact is updated in your database.

    TriggerInstant
  2. automatically do this!
    EngageBay MarketingEngageBay Marketing
    Create or Update Contact

    Updates the contact based on the email address. Creates a new contact if one is not found.

    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
engagebay-marketing logo
engagebay-marketing logo

About EngageBay Marketing

EngageBay is a simple, affordable all-in-one marketing and sales software built for small businesses.
Learn moreHelp

Related categories

  • Marketing Automation

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redtailcrm logo
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.

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