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Redtail CRM + Simplero

Create Simplero subscribers from new Redtail CRM activities

Keep your marketing efforts on track by seamlessly connecting Redtail CRM and Simplero. With this workflow, whenever a new activity is created in Redtail CRM, the contact associated with it will be subscribed to a list in Simplero. This way, you can ensure that your contacts are promptly added to the correct lists, making your marketing campaigns more efficient and effective.

Keep your marketing efforts on track by seamlessly connecting Redtail CRM and Simplero. With this workflow, whenever a new activity is created in Redtail CRM, the contact associated with it will be subscribed to a list in Simplero. This way, you can ensure that your contacts are promptly added to the correct lists, making your marketing campaigns more efficient and effective.

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

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    SimpleroSimplero
    Subscribe to a List

    Subscribe a customer to a list in Simplero.

    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)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

Integrated software for info marketing and online courses. Email marketing, billing, membership sites, and content delivery, all in one easy-to-use and affordable package. With the best support in the business.

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