Flexmail + Redtail CRM

Flexmail + Redtail CRM integrations

Update Flexmail contacts when Redtail CRM contacts are updated

Keep your Redtail CRM and Flexmail contacts seamlessly up-to-date with this workflow. When a contact is updated in Redtail CRM, this automation will create or update the corresponding contact in your Flexmail account. Save time and ensure accurate contact information across both platforms without any manual effort.

When this happens...
Contact UpdatedTriggers when an existing contact is updated 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.
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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
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
Contact Created
Triggers when a contact is created.
Trigger
Instant
Try It
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.

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Related categories

CRM (Customer Relationship Management)

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Related Zap Templates

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

Related Zap Templates

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