Membership.io + Redtail CRM

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.

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.

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

    Triggers when an existing contact is updated 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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