Omnisend + Redtail CRM

Omnisend + Redtail CRM integrations

Create custom events in Omnisend for new Redtail CRM activities

Effortlessly keep track of your Redtail CRM activities and enhance customer engagement with this seamless workflow. When a new activity is created in Redtail CRM, it will trigger a custom event in Omnisend, allowing you to provide personalized and relevant communication to your clients. Improve your marketing strategies and stay organized with this powerful automation.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Send Customer EventSend new customer event
ActionWrite

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More things you can do with Redtail CRM and Omnisend

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

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
Updated Contacts
Triggers when a contact is is last updated or created.
Trigger
Polling
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- Campaign ID
  Required
Action
Write
- Event Name
  Required
- Event Time
- Event Version
- Event properties - basic
- Event Properties - advanced (JSON)
- Contact Email
- Contact Phone
- Contact ID
- Contact Email Subscription Status
- Contact Email Subscription Date
- Contact SMS Subscription Status
- Contact SMS Subscription Date
- Contact First Name
- Contact Last Name
- Contact Birthdate
- Contact Address
- Contact City
- Contact ZIP (postal) Code
- Contact State
- Contact Country
- Contact Country Code
- Contact Tags
- Contact Custom Properties
Action
Write
- Campaign ID
  Required
Action
Write
- Image ID
  Required
Action
Write
- Image ID
  Required
Action
Write
- Template ID
  Required
Action
Write
- Campaign ID
  Required
- Campaign Name
- Language
- Email Subject
- Sender Name
- Preheader Text
- Sender Email
- Reply-To Email
- Included Segments
- Excluded Segments
- Sending Strategy
- Scheduled Send Time
- Timezone Optimization
Action
Write
- Campaign ID
  Required
Action
Search
- Template ID
  Required
Action
Search
- Name Contains
- Sort By
- Sort Order
- Max Results
  Required
Action
Search
- Max Results
- Sort By
- Sort Order
- Next Page Cursor
Action
Search

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
New Contact
Triggers when a new contact is added.
Trigger
Polling
Try It
- Campaign ID
  Required
Action
Write
- Campaign Name
  Required
- Language
  Required
- Template ID
  Required
- Email Subject
  Required
- Sender Name
  Required
- Preheader Text
- Sender Email
- Reply-To Email
- Included Segments
- Excluded Segments
- Sending Strategy
- Scheduled Send Time
- Timezone Optimization
Action
Write
- Email
- Phone Number
- Status
- Status Date
- Tags
- First Name
- Last Name
- Contact Creation Date
- Country
- Country Code
- State
- Address
- City
- Postal or Zip Code
- Gender
- Birthdate
- Opt-In Date
- Opt-In IP
- Custom Properties
- Send Welcome Email
Action
Write
- Template ID
  Required
Action
Write
- Segment ID
  Required
Action
Write
- HTML Content
  Required
- Template Name
  Required
Action
Write
- Campaign ID
  Required
Action
Write
- Image URL
  Required
- Image Name
Action
Write
- Name Contains
- Status
- Channel
- Sort By
- Sort Order
- Max Results
- Created After
- Created Before
- Updated After
- Updated Before
- Next Page Cursor
Action
Search
- Name Contains
- Sort By
- Sort Order
- Max Results
- Next Page Cursor
Action
Search
- Segment ID
  Required
Action
Search
- Segment ID
  Required
Action
Search

About Omnisend

Omnisend is a marketing automation platform built for growing ecommerce businesses that have graduated their basic email marketing tools.

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