mailXpert + Redtail CRM

mailXpert + Redtail CRM integrations

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.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Create (And Subscribe)/Update a ContactCreates 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.
ActionWrite

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More things you can do with Redtail CRM and mailXpert

Discover other triggers and actions you can use with Redtail CRM and mailXpert

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 Name
  Required
- Last Name
  Required
- 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

- ID
  Required
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- ID
  Required
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
Contact Created/Updated
Triggers when a new contact is created or updated.
Trigger
Polling
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Email Opened
Triggers when an email is opened.
Trigger
Polling
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- E-Mail
  Required
Action
Write
- E-Mail
  Required
- First Name
- Last Name
- Language
- Polite form
- Title
- Company
- Address
- Address 2
- Address 2
- Zip code
- City
- Country
- Phone
- Birthday
Action
Write
- E-Mail
  Required
- First Name
- Last Name
- Language
- Polite form
- Title
- Company
- Address
- Address 2
- Address 2
- Zip code
- City
- Country
- Phone
- Birthday
Action
Write

Activity Deleted
Triggers when an activity is deleted in your database.
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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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- Subject
  Required
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- ID
  Required
- 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
Contact Unsubscribed
Triggers when a contact is unsubscribed.
Trigger
Polling
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Email Link Opened
Triggers when an link is opened.
Trigger
Polling
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- E-Mail
  Required
Action
Write
- E-Mail
  Required
Action
Write
- E-Mail
  Required
- First Name
- Last Name
- Language
- Polite form
- Title
- Company
- Address
- Address 2
- Address 2
- Zip code
- City
- Country
- Phone
- Birthday
Action
Write
- E-Mail
  Required
Action
Search

About mailXpert

mailXpert is a leading E-Mail-Marketing Solution based in Switzerland.

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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.

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Related categories

CRM (Customer Relationship Management)

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Update mailXpert contacts when Redtail CRM contacts are updated

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Update mailXpert contacts when Redtail CRM contacts are updated