Redtail CRM + SmartEmailing

Update SmartEmailing contacts when Redtail CRM contacts are modified

Keep your contacts up-to-date across Redtail CRM and SmartEmailing with this seamless workflow. Whenever a contact is updated in Redtail CRM, this automation will create or update the corresponding contact in SmartEmailing, ensuring consistent information in both platforms. Save time and reduce manual data entry errors with this efficient contact management solution.

Keep your contacts up-to-date across Redtail CRM and SmartEmailing with this seamless workflow. Whenever a contact is updated in Redtail CRM, this automation will create or update the corresponding contact in SmartEmailing, ensuring consistent information in both platforms. Save time and reduce manual data entry errors with this efficient contact management solution.

  1. When this happens...
    Redtail CRMRedtail CRM
    Contact Updated

    Triggers when an existing contact is updated in your database.

    TriggerInstant
  2. automatically do this!
    SmartEmailingSmartEmailing
    Create or Update Contact

    Creates or updates a contact.

    ActionWrite
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Supported triggers and actions

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redtailcrm logo

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 more

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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smartemailing logo

About SmartEmailing

SmartEmailing is an e-marketing automation tool in the Czech Republic and the Slovak. With SmartEmailing you can create newsletters, web forms, A/B tests, autoresponders and much more!

Related categories

  • Email