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MailUp + Redtail CRM

Create MailUp recipients from new Redtail CRM contacts

Effortlessly keep your CRM and email marketing lists in sync with this Redtail CRM and MailUp workflow. When a new contact is created in Redtail CRM, they will be added as a recipient to a specified list in MailUp. This ensures that your marketing campaigns always reach your latest potential clients and keeps your email lists up-to-date.

Effortlessly keep your CRM and email marketing lists in sync with this Redtail CRM and MailUp workflow. When a new contact is created in Redtail CRM, they will be added as a recipient to a specified list in MailUp. This ensures that your marketing campaigns always reach your latest potential clients and keeps your email lists up-to-date.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    MailUpMailUp
    Add Recipient to List

    Adds a new recipient to the specified list as a subscriber.

    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
mailup logo
mailup logo

About MailUp

MailUp is your complete email delivery solution. Send newsletters, create blog digests from RSS feeds, send automated messages when certain conditions occur. Advanced email marketing tools made easy.
Learn moreHelp

Related categories

  • Drip Emails

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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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