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Mailchimp + Redtail CRM

Create Mailchimp campaigns for new Redtail CRM contacts

Effortlessly streamline your contact management by connecting Redtail CRM to Mailchimp with this convenient workflow. Whenever a new contact is created in Redtail CRM, this automation will instantly add them to a designated Mailchimp campaign, ensuring they receive timely and relevant communication. Stay connected with your contacts and enhance your marketing efforts, all without lifting a finger.

Effortlessly streamline your contact management by connecting Redtail CRM to Mailchimp with this convenient workflow. Whenever a new contact is created in Redtail CRM, this automation will instantly add them to a designated Mailchimp campaign, ensuring they receive timely and relevant communication. Stay connected with your contacts and enhance your marketing efforts, all without lifting a finger.

  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
    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 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
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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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