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Zapier makes it easy to integrate Mailchimp with Redtail CRM - no code necessary. See how you can get setup in minutes.

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Mailchimp
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Mailchimp
1. Choose trigger event
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Redtail CRM
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Redtail CRM
2. Choose action
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1. Select the event
Setup
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Mailchimp
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Campaign" from Mailchimp.

Add your action

An action happens after the trigger—such as "Create Activity" in Redtail CRM.

You’re connected!

Zapier seamlessly connects Mailchimp and Redtail CRM, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Audience
    • Status
    Trigger
    Polling
    Try It
    • Audience
    • Link
      Required
    • Track all links clicks
    Trigger
    Polling
    Try It
    • Store
      Required
    Trigger
    Polling
    Try It
    • Audience
    • Trigger each time a subscriber opens an email
    Trigger
    Polling
    Try It
  • Mailchimp triggers, actions, and search
    New Audience

    Triggers when a new audience is added to your MailChimp accounts.

    Trigger
    Polling
    Try It
    • Audience
      Required
    • Note_about_samples
    Trigger
    Instant
    Try It
    • Audience
      Required
    Trigger
    Instant
    Try It

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Customers have created over 25 million Zaps on the platform

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Connect Mailchimp and Redtail CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Learn how to automate Mailchimp on the Zapier blog

Make work flow with AI

Level up your Mailchimp to Redtail CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Mailchimp + Redtail CRM integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Mailchimp and Redtail CRM

How do I set up an integration between Mailchimp and Redtail CRM?

To set up an integration between Mailchimp and Redtail CRM, log into Zapier, create a new Zap, and select Redtail CRM as the trigger app. Choose the trigger event such as 'New Contact' or 'Updated Contact,' then connect your Redtail account. Next, select Mailchimp as the action app and choose an action like 'Add/Update Subscriber.' Authenticate your Mailchimp account, map the required fields from Redtail to Mailchimp, and turn on your Zap.

What kind of data can be synced between Redtail CRM and Mailchimp?

You can sync contact information like names, emails, addresses between Redtail CRM and Mailchimp. Trigger events in Redtail such as adding a new contact or updating existing contact details will automate updates in your Mailchimp subscriber list.

Can I automate adding contacts from Redtail CRM to specific audiences in Mailchimp?

Yes, you can automate this process by setting up a Zap where you specify which audience in Mailchimp should receive contacts based on triggers like 'New Contact' from Redtail CRM. This allows for seamless automation without manual effort.

Does the integration support triggering email campaigns through changes in Redtail CRM?

While direct triggering of email campaigns isn't supported through changes in Redtail CRM alone, you can create a workflow where updates or additions to contacts act as triggers for actions like tagging or segmenting within Mailchimp. These actions can then lead to email campaigns if configured within Mailchimp itself.

How frequently does data sync occur between these platforms once integrated?

Data syncing is triggered by real-time events — whenever there is a new contact added or updated in Redtail CRM, the connected actions in Mailchimp will follow almost instantaneously if the Zap is active.

Is it possible to segment my audience based on data pulled from Redtail CRM into Mailchimp?

Certainly! By using different triggers like 'Contact Updated' for tagged categories within your CRM system, you can segment your audience accordingly within your specified lists in Mailchimp.

What happens if there’s an error during data syncing between these two platforms? How are we alerted?

In case of any errors during data syncing between these platforms via our system, we notify users through email alerts and within their dashboard under task history errors. Users can check those notifications for solutions or re-run failed tasks after troubleshooting the issue causing the error.

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About Mailchimp
Mailchimp is an email and marketing automation platform built for growing businesses. Turn email and SMS into revenue.
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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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