Redtail CRM + SendFox

Redtail CRM + SendFox integrations

Create SendFox contacts from new Redtail CRM contacts

Effortlessly keep your contacts up to date between Redtail CRM and SendFox with this automation workflow. Whenever a new contact is created in Redtail CRM, the workflow will add a corresponding contact in SendFox, ensuring your marketing lists remain consistent and accurate. Stay organized and save time by letting this seamless workflow handle your contact management.

When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Create ContactCreates a new contact.
ActionWrite

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More things you can do with Redtail CRM and SendFox

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

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
New Contact
Lists the contacts.
Trigger
Polling
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New Unsubscribe
Triggered when a contact is unsubscribed.
Trigger
Polling
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- Name
  Required
Action
Write
- Email
  Required
Action
Search
- Email
  Required
- First Name
- Last Name
- List
Action
Search or 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
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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 Campaign
Lists the campaigns.
Trigger
Polling
Try It
New List
Lists the lists.
Trigger
Polling
Try It
- Email
  Required
- First Name
- Last Name
- List
Action
Write
- Email
  Required
Action
Write
- Name
  Required
Action
Search
- Name
  Required
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.

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CRM (Customer Relationship Management)

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About SendFox

SendFox is an email marketing tool built for content creators.

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Related categories

Email Newsletters