Mailchimp + Redtail CRM

Create Mailchimp campaigns for new activities in Redtail CRM

Effortlessly manage your marketing campaigns with this automation that connects Redtail CRM and Mailchimp. Whenever a new activity is created in Redtail CRM, a corresponding campaign will be set up in Mailchimp, streamlining your marketing efforts and ensuring you never miss out on valuable opportunities to engage with your clients. Stay organized and efficient with this time-saving workflow.

Effortlessly manage your marketing campaigns with this automation that connects Redtail CRM and Mailchimp. Whenever a new activity is created in Redtail CRM, a corresponding campaign will be set up in Mailchimp, streamlining your marketing efforts and ensuring you never miss out on valuable opportunities to engage with your clients. Stay organized and efficient with this time-saving workflow.

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

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    MailchimpMailchimp
    Create Campaign

    Creates a campaign draft.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Redtail CRM triggers, actions, and search

    Activity Deleted

    Triggers when an activity is deleted in your database.

    Trigger
    Instant
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  • 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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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