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Mailchimp Transactional + Redtail CRM

Update Mailchimp Transactional templates when Redtail CRM contacts change

Keep your contacts' information up-to-date and send them the right message every time their details change in Redtail CRM. With this automation, whenever a contact is updated in Redtail CRM, a personalized email will be sent using a Mailchimp Transactional template. Stay connected and maintain communication with your clients efficiently.

Keep your contacts' information up-to-date and send them the right message every time their details change in Redtail CRM. With this automation, whenever a contact is updated in Redtail CRM, a personalized email will be sent using a Mailchimp Transactional template. Stay connected and maintain communication with your clients efficiently.

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

    Triggers when an existing contact is updated in your database.

    TriggerInstant
  2. automatically do this!
    Mailchimp TransactionalMailchimp Transactional
    Send Template

    Send an email via a template.

    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
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About Mailchimp Transactional

Mailchimp Transactional is simple, powerful transactional email.
Learn moreHelp

Related categories

  • Transactional Email

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redtailcrm logo

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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