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Redtail CRM + Sarbacane

Add new Redtail CRM activities as subscribers in Sarbacane with ease

Stay connected to your clients and streamline your marketing efforts with this Redtail CRM and Sarbacane automation. With this workflow, every time a new activity is created in Redtail CRM, the associated contact will be added as a subscriber to your designated Sarbacane list. Keep your mailing lists up-to-date and enhance your email marketing campaigns without any manual effort.

Stay connected to your clients and streamline your marketing efforts with this Redtail CRM and Sarbacane automation. With this workflow, every time a new activity is created in Redtail CRM, the associated contact will be added as a subscriber to your designated Sarbacane list. Keep your mailing lists up-to-date and enhance your email marketing campaigns without any manual effort.

  1. When this happens...
    Redtail CRMRedtail CRM
    Activity Created

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    SarbacaneSarbacane
    Add Subscriber

    Adds a new subscriber.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Redtail CRM triggers, actions, and search

    Activity Created

    Triggers when a new activity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Updated

    Triggers when an activity is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Deleted

    Triggers when a new contact is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
    Try It
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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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Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About Sarbacane

Sarbacane is a solution for managing, creating and sending email and SMS campaigns, as well as setting up intelligent, automated marketing workflows.

Related categories