eSputnik + Redtail CRM

eSputnik + Redtail CRM integrations

Create and update eSputnik contacts when new contacts are added in Redtail CRM

Create a seamless connection between your Redtail CRM and eSputnik accounts with this efficient workflow. When a new contact is created in Redtail CRM, it will trigger an update or addition of their information to eSputnik, ensuring that your marketing efforts are always on point. Keep your contact information organized and up-to-date, helping you save time and stay connected with your audience.

When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Add/Update ContactAdds confirmed contact or updates existing contact.
ActionWrite

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More things you can do with Redtail CRM and eSputnik

Discover other triggers and actions you can use with Redtail CRM and eSputnik

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
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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
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Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
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- 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
- Segment
  Required
Trigger
Polling
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- Email Address
- Phone Number
- First Name
- Last Name
- Region
- City
- Address
- Post Code
- Contact Key
- Segments
- Form Name
Action
Write
- Email Message
  Required
- Email Address
  Required
- Additional Parameters
Action
Write

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
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Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
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Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
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Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
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Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
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- 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
New Contact
Triggers when a new contact is added.
Trigger
Polling
Try It
- Email Address
- Phone Number
- First Name
- Last Name
- Region
- City
- Address
- Post Code
- Contact Key
- Segments
- Segments Exclude
- Uniqueness Property
  Required
- Event for New Contacts
Action
Write
- Event Type
  Required
- Event Key
  Required
- Parameters
Action
Write
- SMS Message
  Required
- Phone Number
  Required
- Additional Parameters
- Alphanumeric Sender ID
Action
Write

About eSputnik

ESputnik is a marketing automation service made to embody the toughest ideas of enterprise level solutions in very clear and efficient way for everyone.

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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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