MoEngage + Redtail CRM

MoEngage + Redtail CRM integrations

Create or update MoEngage users when new Redtail CRM contacts are created

Effortlessly manage your contacts between Redtail CRM and MoEngage with this automation. Each time a new contact is created in Redtail CRM, this workflow will ensure their information is updated in MoEngage as a user. Maintain up-to-date records and streamline your customer relationship process with this time-saving solution.

When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Create or Update UserThis action adds a user into MoEngage. If the user profile already exists, this action updates the user’s attributes.
ActionWrite

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More things you can do with Redtail CRM and MoEngage

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

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
- Customer ID
  Required
- Full Name
- First Name
- Last Name
- Email
- Age
- Gender
- Mobile Number
- Latitude
- Longitude
- Source
- First Seen
- Last Seen
- Number of Conversions
- LTV
- Unsubscribe
- Custom Attributes
- Object-type Attributes
- Platform
- Status
Action
Write
- Customer ID
  Required
- Device ID
- Event Name
  Required
- Event Attributes
- Object-type Event Attributes
- Platform
- App Version
- User Time
- Current Time
- User Timezone Offset
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
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
- Add or Remove User?
  Required
- Cohort Name
  Required
- Cohort ID
  Required
- Cohort Description
- User ID
- Anonymous ID
Action
Write
- File Name
  Required
- API Secret
  Required
Action
Write

About MoEngage

MoEngage is a full-stack solution consisting of powerful customer analytics, automated cross-channel engagement and AI-driven personalization.

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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.

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