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Mailchimp + Redtail CRM

Add new Redtail CRM contacts as Mailchimp subscribers

Effortlessly keep your mailing list up-to-date with this Redtail CRM and Mailchimp integration. Whenever a new contact is created in Redtail CRM, this workflow will automatically add or update the subscriber in a specified Mailchimp audience. Save time and streamline your marketing efforts with this seamless connection between your CRM and email marketing platform.

Effortlessly keep your mailing list up-to-date with this Redtail CRM and Mailchimp integration. Whenever a new contact is created in Redtail CRM, this workflow will automatically add or update the subscriber in a specified Mailchimp audience. Save time and streamline your marketing efforts with this seamless connection between your CRM and email marketing platform.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    MailchimpMailchimp
    Add/Update Subscriber

    Add a new subscriber to an audience of your choosing. Can be used to update an existing subscriber too.

    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
  • Redtail CRM triggers, actions, and search

    Activity Deleted

    Triggers when an activity is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Created

    Triggers when a new contact is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Updated

    Triggers when an existing contact is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Deleted

    Triggers when an opportunity is deleted in your database.

    Trigger
    Instant
    Try It
mailchimp logo
mailchimp logo

About Mailchimp

Share your ideas with Mailchimp email newsletters—then use its landing page and form builders to grow your lists and take marketing further with drip and transactional emails.
Learn moreHelp

Related categories

  • Email Newsletters

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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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