mailXpert + Redtail CRM
Create or update mailXpert contacts when new Redtail CRM activities are created
Effortlessly keep your contacts up to date with this Redtail CRM to mailXpert workflow. Whenever a new activity is created in Redtail CRM, this automation will either create or update the corresponding contact in mailXpert, ensuring your mailing list stays current without any manual intervention. Save time and maintain accurate records by connecting these two platforms seamlessly.
Effortlessly keep your contacts up to date with this Redtail CRM to mailXpert workflow. Whenever a new activity is created in Redtail CRM, this automation will either create or update the corresponding contact in mailXpert, ensuring your mailing list stays current without any manual intervention. Save time and maintain accurate records by connecting these two platforms seamlessly.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create (And Subscribe)/Update a Contact
Creates or updates a contact. If a matching contact is found then it will be updated, otherwise a new contact with being subscribed (no double opt in) will be created in the selected contact list.
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Activity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try ItContact Deleted
Triggers when a new contact is deleted in your database.
Try ItOpportunity Created
Triggers when a new opportunity is created in your database.
Try It
Activity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try ItContact Updated
Triggers when an existing contact is updated in your database.
Try ItOpportunity Deleted
Triggers when an opportunity is deleted in your database.
Try It
