MailerLite Classic + Redtail CRM

Add or update MailerLite Classic subscribers from new Redtail CRM activities

Keep your contacts in the loop by instantly updating their information in MailerLite Classic when there's a new activity in Redtail CRM. With this workflow, whenever an activity is created in Redtail CRM, it will trigger an update or create a new subscriber in MailerLite Classic. This ensures that your email marketing campaigns are always up-to-date with the latest customer data, enhancing your communication efficiency and effectiveness.

When this happens...
Activity Created
Triggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Create/Update Subscriber
Creates a new subscriber or updates the existing by email address.
ActionWrite

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Supported triggers and actions

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 NameRequired
- Last NameRequired
- 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

- IDRequired
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- IDRequired
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
New Subscriber
Triggers when a new subscriber is created.
Trigger
Instant
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- WebformRequired
Trigger
Instant
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- AutomationRequired
Trigger
Instant
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- GroupRequired
Trigger
Instant
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Subscriber Unsubscribed
Triggers when a subscriber has unsubscribed from your mailing list.
Trigger
Instant
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- Subscriber GroupRequired
- EmailRequired
- Name
- Send Autoresponder
- Resubscribe
Action
Write
- EmailRequired
Action
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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- SubjectRequired
- Start DateRequired
- End DateRequired
- All DayRequired
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- NameRequired
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- IDRequired
- 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
Campaign Sent
Triggers when a campaign is sent.
Trigger
Instant
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Spam Complaint
Triggers when subscriber issues a spam complaint about an email.
Trigger
Instant
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- GroupRequired
Trigger
Instant
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Subscriber Bounced
Triggers when an email to a subscriber bounces.
Trigger
Instant
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- AutomationRequired
Trigger
Instant
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Subscriber Fields Updated
Triggers when the subscriber fields have been updated.
Trigger
Instant
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- Subscriber GroupRequired
- EmailRequired
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

About MailerLite Classic

Use MailerLite Classic to stay connected with your customers through email marketing. Create websites, landing pages, and forms to grow your audience.

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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 more