MoEngage + Redtail CRM

MoEngage + Redtail CRM integrations

Update MoEngage users when Redtail CRM contacts are updated

Keep your marketing campaigns up-to-date with this Redtail CRM and MoEngage integration. Every time a contact is updated in Redtail CRM, this workflow will create or update a user in MoEngage, ensuring your marketing efforts remain targeted and relevant. Simplify your contact management and enhance your marketing efficiency with this seamless automation.

When this happens...
Contact UpdatedTriggers when an existing contact is updated 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
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
- 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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