Redtail CRM + Sarbacane Engage

Redtail CRM + Sarbacane Engage integrations

Update Redtail CRM contacts and blacklist emails/domains in Engage

Maintain an up-to-date Engage blacklist with this seamless workflow. When a contact gets updated in Redtail CRM, their email or domain will be automatically added to the blacklist in Engage, ensuring accuracy and consistency. Save time and effort by eliminating the need for manual updates, and enjoy the convenience of a well-maintained blacklist.

When this happens...
Contact UpdatedTriggers when an existing contact is updated in your database.
TriggerInstant
automatically do this!
Blacklist Email/DomainAdd an email or domain to the blacklist.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Redtail CRM and Sarbacane Engage

Discover other triggers and actions you can use with Redtail CRM and Sarbacane Engage

Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
Try It
Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
Try It
Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
Try It
Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
Try It
Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
Try It

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
- List
Trigger
Instant
Try It
Note Created
Triggers when a note is created by a user.
Trigger
Instant
Try It
Contact Stage
Triggers when the stage of a contact is updated.
Trigger
Instant
Try It
- Sequence Id
Trigger
Instant
Try It
- Reason
  Required
- Email or Domain
  Required
Action
Write
- Name
  Required
Action
Write
- Sequence Id
- Contact Id
  Required
Action
Write
- Sequence Id
- Contact
  Required
Action
Write
- City
- Company industry
- Company
- Company size
- Company specialisation
- Company website
- Country
- First Name
- Language
- Last Name
- Linkedin URL
- Mobile phone
- Phone
- Picture Url
- Job Title
- Zipcode
- id
  Required
- Email
- Status
Action
Write
- Email domain
- Company Name (if domain is unknown)
- First Name
  Required
- Last Name
  Required
Action
Search

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
Try It
Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
Try It
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
Contact Click
Triggers when a contact clicks a link in an email.
Trigger
Instant
Try It
- Positive
- Negative
- Do not contact
- Out of Office
- Wrong contact
- Anti spam
- Bounce
- Unknown
Trigger
Instant
Try It
Contact Open
Triggers when a contact opens an email.
Trigger
Instant
Try It
Contact State
Triggers when the state of a contact in a sequence is updated.
Trigger
Instant
Try It
Task Completed
Triggers when a task is completed by a user.
Trigger
Instant
Try It
- City
- Company industry
- Company
- Company size
- Company specialisation
- Company website
- Country
- First Name
- Language
- Last Name
- Linkedin URL
- Mobile phone
- Phone
- Picture Url
- Job Title
- Zipcode
- Email
  Required
- List
- Owner id
Action
Write
- Sequence Id
- Contact Id
  Required
- Sender id
  Required
Action
Write
- Sequence Id
- Contact Id
  Required
Action
Write
- Contact
  Required
- Hard Unsubscribe
Action
Write
- Email
  Required
Action
Search
- Email
  Required
- City
- Company industry
- Company
- Company size
- Company specialisation
- Company website
- Country
- First Name
- Language
- Last Name
- Linkedin URL
- Mobile phone
- Phone
- Picture Url
- Job Title
- Zipcode
- List
- Owner id
Action
Search or write

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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Sarbacane Engage

Sarbacane Engage is a sales engagement software that helps you reach your contacts with intelligent and automated multichannel sequences.

HelpHelp

Related categories

Related Zap Templates

Create new Engage contacts from Redtail CRM activities

Related Zap Templates

Create new Engage contacts from Redtail CRM activities