MDirector + Redtail CRM

MDirector + Redtail CRM integrations

Create and update MDirector contacts when new Redtail CRM activities are created

Effortlessly keep your contacts up-to-date with this Redtail CRM and MDirector automation. Whenever a new activity is created in Redtail CRM, this workflow will create or update the corresponding contact in MDirector, ensuring you always have the latest information in your marketing campaigns. Maintain seamless and accurate communication without lifting a finger.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Create/Update ContactCreates a new contact, or updates an existing contact.
ActionWrite

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More things you can do with Redtail CRM and MDirector

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

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
- List
- Tag
Trigger
Instant
Try It
- Campaign
- Deliveries
  Required
Trigger
Instant
Try It
- Campaign
- Deliveries
  Required
Trigger
Instant
Try It
- List
- Include contacts that have been added/modified in mass imports
  Required
Trigger
Instant
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- List
- Include contacts that have been added/modified in mass imports
  Required
Trigger
Instant
Try It
- List Id
  Required
- Contact Id
  Required
- Tag name
  Required
Action
Write
- Contact list
- Email
- Mobile
- Name
- Surname
- Second surname
- Birthday
- Sex
- Reference
- Country
- Province
- City
- Postal code
- Allow unsubscription
- Send notifications
- Tags
Action
Write
- Email
  Required
- Movil
- Reason
  Required
Action
Write

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
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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
- List
- Tag
Trigger
Instant
Try It
- List
Trigger
Instant
Try It
- Campaign
- Deliveries
  Required
- Links
  Required
Trigger
Instant
Try It
- Landing Page
  Required
Trigger
Instant
Try It
- List
- Include contacts that have been added/modified in mass imports
  Required
Trigger
Instant
Try It
- List
Trigger
Instant
Try It
- List name
Action
Write
- List Id
  Required
- Contact Id
  Required
- Tag name
  Required
Action
Write
- Email contact
  Required
- Contact List
  Required
Action
Search

About MDirector

MDirector is an Email Marketing and text messaging platform that incorporates a Landing Page builder and Real Time Bidding (RTB) in the same tool.

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Related categories

Marketing

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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