FireDrum Email Marketing + Redtail CRM

FireDrum Email Marketing + Redtail CRM integrations

Create contacts in FireDrum Email Marketing when new activities are created in Redtail CRM

Stay organized and grow your email marketing with this Redtail CRM and FireDrum Email Marketing automation. Whenever a new activity is created in Redtail CRM, this workflow will take care of adding the associated contacts to your FireDrum Email Marketing list. Save time and ensure you keep your audience engaged by streamlining your customer relationship tasks.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Create ContactCreates a new contact.
ActionWrite

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More things you can do with Redtail CRM and FireDrum Email Marketing

Discover other triggers and actions you can use with Redtail CRM and FireDrum Email Marketing

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
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New List
Triggers when a new list is created.
Trigger
Instant
Try It
- Owner ID
- Name
  Required
- Type
  Required
- Google Analytics Enabled
- Authentication Enabled
- Email Report Enabled
- Display Publicly
Action
Write
- Owner ID
- Label
  Required
- Type
- Displayed Publicly
Action
Write
- Criteria
  Required
- Description
- Name
  Required
- Owner ID
Action
Write
- Owner ID
- ID
- Include Sub Users
- Email Address
- First Name
- Last Name
- Company
- Address
- Address 2
- Cities
- States
- Zip Codes
- Phone Number
- Mobile Phone Number
- Fax Number
- Gender
- Birthday
- Anniversary Date
- Lists
- Custom Field Values
- Status
- Engagement Status
- Last Modified Date - Greater Than or Equal To
- Last Modified Date - Greater Than
- Last Modified Date - Less Than or Equal To
- Last Modified Date - Less Than
- Enroll Date - Greater Than or Equal To
- Enroll Date - Greater Than
- Enroll Date - Less Than or Equal To
- Enroll Date - Less Than
- Opt-out Date - Greater Than or Equal To
- Opt-out Date - Greater Than
- Opt-out Date - Less Than or Equal To
- Opt-out Date - Less Than
- Last Sent Date - Greater Than or Equal To
- Last Sent Date - Greater Than
- Last Sent Date - Less Than or Equal To
- Last Sent Date - Less Than
- Best Open Time - Greater Than or Equal To
- Best Open Time - Greater Than
- Best Open Time - Less Than or Equal To
- Best Open Time - Less Than
- Best Click Time - Greater Than or Equal To
- Best Click Time - Greater Than
- Best Click Time - Less Than or Equal To
- Best Click Time - Less Than
- Total Emails Sent
- Total Emails Sent Comparison Operator
- Total Clicks in Emails
- Total Clicks in Emails Comparison Operator
- Total Email Opens
- Total Email Opens Comparison Operator
- Total Bounced Emails
- Total Bounced Emails Comparison Operator
Action
Search
- Owner ID
- ID
- Label
- Include Contact Count
Action
Search
- ID
- Owner ID
- Published Issues Count
- Published Issues Start
- Owner ID
- Name
  Required
- Type
  Required
- Google Analytics Enabled
- Authentication Enabled
- Email Report Enabled
- Display Publicly
Action
Search or write
- ID
- Owner ID
- Label
- Type
- Displayed Publicly
- Label
  Required
Action
Search or write
- ID
- Name
- Owner ID
- Criteria
  Required
- Description
- Name
  Required
Action
Search or 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
Try It
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
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
New Campaign
Triggers when a new campaign is created.
Trigger
Instant
Try It
New Custom Field
Triggers when a new custom field is created.
Trigger
Instant
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New Saved Search
Triggers when a new saved search is created.
Trigger
Instant
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- Email Address
  Required
- First Name
- Last Name
- Company
- Address
- Address 2
- City
- State
- Postal Code
- Phone Number
- Mobile Phone Number
- Fax Number
- Gender
- Birthday
- Anniversary Date
- List
  Required
- Trigger Auto Senders
- Update If Exists
- Replace Lists
- Replace Custom Fields
Action
Write
- Label
  Required
- Display Publicly
- Sort Sequence
Action
Write
- ID
- Owner ID
- Published Issues Count
- Published Issues Start
Action
Search
- ID
- Owner ID
- Label
- Type
- Displayed Publicly
Action
Search
- ID
- Name
- Owner ID
Action
Search
- Owner ID
- ID
- Include Sub Users
- Email Address
  Required
- First Name
- Last Name
- Company
- Address
- Address 2
- Cities
- States
- Zip Codes
- Phone Number
- Mobile Phone Number
- Fax Number
- Gender
- Birthday
- Anniversary Date
- List
  Required
- Custom Field Values
- Status
- Engagement Status
- Last Modified Date - Greater Than or Equal To
- Last Modified Date - Greater Than
- Last Modified Date - Less Than or Equal To
- Last Modified Date - Less Than
- Enroll Date - Greater Than or Equal To
- Enroll Date - Greater Than
- Enroll Date - Less Than or Equal To
- Enroll Date - Less Than
- Opt-out Date - Greater Than or Equal To
- Opt-out Date - Greater Than
- Opt-out Date - Less Than or Equal To
- Opt-out Date - Less Than
- Last Sent Date - Greater Than or Equal To
- Last Sent Date - Greater Than
- Last Sent Date - Less Than or Equal To
- Last Sent Date - Less Than
- Best Open Time - Greater Than or Equal To
- Best Open Time - Greater Than
- Best Open Time - Less Than or Equal To
- Best Open Time - Less Than
- Best Click Time - Greater Than or Equal To
- Best Click Time - Greater Than
- Best Click Time - Less Than or Equal To
- Best Click Time - Less Than
- Total Emails Sent
- Total Emails Sent Comparison Operator
- Total Clicks in Emails
- Total Clicks in Emails Comparison Operator
- Total Email Opens
- Total Email Opens Comparison Operator
- Total Bounced Emails
- Total Bounced Emails Comparison Operator
- City
- State
- Postal Code
- Trigger Auto Senders
- Update If Exists
- Replace Lists
- Replace Custom Fields
Action
Search or write
- Owner ID
- ID
- Label
  Required
- Include Contact Count
- Display Publicly
- Sort Sequence
Action
Search or write

About FireDrum Email Marketing

FireDrum is a robust, affordable email marketing platform. From simple newsletters to enterprise white-label solutions, we’ve got you covered.

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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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Related categories

CRM (Customer Relationship Management)

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