Mautic + Redtail CRM

Mautic + Redtail CRM integrations

Create or update Mautic contacts when new activities are created in Redtail CRM

Effortlessly maintain up-to-date contact information by connecting Redtail CRM and Mautic. With this automation, whenever a new activity is created in Redtail CRM, the associated contact will be created or updated in Mautic. Improve your marketing campaigns and save time by streamlining your contact management process.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
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Create or Update ContactCreates a new contact or updates and existing contact.
ActionWrite

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More things you can do with Redtail CRM and Mautic

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

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
Updated Contact
Triggers when an existing contact is updated.
Trigger
Instant
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- Form
  Required
Trigger
Instant
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Contact Points Changed
Triggers on a contact points change.
Trigger
Instant
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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
Try It
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
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
- Email
Trigger
Instant
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- Landing Page
Trigger
Instant
Try It
Create or Update Contact
Creates a new contact or updates and existing contact.
Action
Write

About Mautic

Mautic is a open source marketing automation software which helps marketers to communicate with their audience, giving a personalised message at the right time.

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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.