Membership.io + Redtail CRM

Membership.io + Redtail CRM integrations

Update Membership.io audiences when Redtail CRM contacts change

Keep your Redtail CRM contacts updated in your Membership.io Audience effortlessly with this automation. Once set up, whenever a contact is updated in Redtail CRM, this workflow will automatically ensure that the corresponding audience member in Membership.io is added or updated. Save time and stay organized by maintaining accurate and consistent information across both platforms.

When this happens...
Contact UpdatedTriggers when an existing contact is updated in your database.
TriggerInstant
automatically do this!
Add or Update AudienceAdds audience to a Searchie account.
ActionWrite

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More things you can do with Redtail CRM and Membership.io

Discover other triggers and actions you can use with Redtail CRM and Membership.io

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
Try It
- 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
- Hub
  Required
Trigger
Instant
Try It
- Audience
  Required
Trigger
Polling
Try It
- Folder
Trigger
Polling
Try It
New Folder
Triggers when a new folder is created.
Trigger
Polling
Try It
New Playlist
Triggers when a new playlist is created.
Trigger
Polling
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New Widget or Plugin
Triggers when a new widget or plugin is created.
Trigger
Polling
Try It
- Name
- Email
  Required
- Phone
- Add Access To Hub(s)
- Email Hub Login?
- Tags
- Remove Existing Tags?
- Attributes
Action
Write
- Folder
  Required
- URL
  Required
- Title
- Description
- Auto Processs?
  Required
Action
Write
- Files
  Required
- Playlist
  Required
Action
Write
- Audience
  Required
- Hubs
  Required
- Email Hub Login?
Action
Write
- Audience
  Required
Action
Write
- Audience
  Required
- Tags
  Required
Action
Write
- Playlist
  Required
- Folders
  Required
Action
Write
- Playlist
  Required
- Tags
  Required
Action
Write
- Email
  Required
- Name
- Phone
- Add Access To Hub(s)
- Email Hub Login?
- Tags
- Remove Existing Tags?
- Attributes
Action
Search or 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
Try It
Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
Try It
Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
Try It
- 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
- Folder
Trigger
Polling
Try It
New Audience
Triggers when a new audience is created.
Trigger
Polling
Try It
New Audience Tag
Triggers when a new audience tag is created in the account.
Trigger
Polling
Try It
- Playlist
  Required
Trigger
Polling
Try It
New Hub
Triggers when a new Hub is created.
Trigger
Polling
Try It
- Hub
  Required
Trigger
Polling
Try It
- Audience
  Required
- Achievements
  Required
Action
Write
- Audience
  Required
- Tags
  Required
Action
Write
- File
  Required
- Tag
Action
Write
- Playlist
  Required
- Folders
  Required
Action
Write
- Playlist
  Required
- Tags
  Required
Action
Write
- Audience
  Required
- Achievements
  Required
Action
Write
- Playlist
  Required
- Files
  Required
Action
Write
- Audience
  Required
- Hubs
  Required
Action
Write
- Email
  Required
Action
Search

About Membership.io

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

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Related categories

Video & Audio

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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

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

Related Zap Templates

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