Membership.io + Redtail CRM

Create or update Membership.io audiences with new Redtail CRM contacts

Effortlessly manage your contacts by connecting Redtail CRM and Membership.io with this seamless workflow. Every time a new contact is created in Redtail CRM, their information will be added or updated in your Membership.io audience, ensuring your information is always up-to-date. This simple automation simplifies your contact management process and helps maintain consistent data across both platforms.

Effortlessly manage your contacts by connecting Redtail CRM and Membership.io with this seamless workflow. Every time a new contact is created in Redtail CRM, their information will be added or updated in your Membership.io audience, ensuring your information is always up-to-date. This simple automation simplifies your contact management process and helps maintain consistent data across both platforms.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    Membership.ioMembership.io
    Add or Update Audience

    Adds audience to a Searchie account.

    ActionWrite
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Supported triggers and actions

membershipio logo
membershipio logo

About Membership.io

Membership.io is a platform that helps creators build and scale their membership sites.
Learn more

Related categories

  • Video & Audio
redtailcrm logo
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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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