Flexmail + Redtail CRM

Flexmail + Redtail CRM integrations

Create or update Flexmail contacts when new Redtail CRM activities are added

Effortlessly manage your contacts with this Redtail CRM and Flexmail automation. Whenever a new activity is created in Redtail CRM, this workflow will create or update the corresponding contact in Flexmail, ensuring your mailing list stays up-to-date. Streamline your contact management process and focus on building deeper connections with your clients.

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

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More things you can do with Redtail CRM and Flexmail

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

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
Contact Unsubscribed
Triggers when a contact unsubscribed.
Trigger
Instant
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Contact Subscribed to Interest
Triggers when a contact subscribed to an interest.
Trigger
Instant
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Opt-In Confirmation
Triggers when an opt-in gets confirmed.
Trigger
Instant
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- Email
  Required
Action
Write
- Email
  Required
- Interest
  Required
Action
Write
- Email
  Required
- First_name
- Name
- Language
  Required
- Source
  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
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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
Contact Created
Triggers when a contact is created.
Trigger
Instant
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Contact Updated
Triggers when a contact is updated.
Trigger
Instant
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Contact Unsubscribes From Interest
Triggers when a contact unsubscribed from an interest.
Trigger
Instant
Try It
- Email
  Required
- First_name
- Name
- Language
  Required
- Source
  Required
Action
Write
- Email
  Required
- Interest
  Required
Action
Write
- Email
  Required
Action
Search

About Flexmail

Use Flexmail to keep in touch with subscribers, leads and customers through email marketing. Send better emails through data, powerful targeting and automation.

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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.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Update Flexmail contacts when Redtail CRM contacts are updated

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Update Flexmail contacts when Redtail CRM contacts are updated