Redtail CRM + SmartEmailing

Redtail CRM + SmartEmailing integrations

Create or update SmartEmailing contacts when new Redtail CRM activities are created

Effortlessly keep your contact data up-to-date with this automation between Redtail CRM and SmartEmailing. Whenever a new activity is created in Redtail CRM, this workflow will either create or update a contact in SmartEmailing, ensuring that your contact information is always accurate and consistent. Save time and streamline your contact management process with this seamless integration.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Create or Update ContactCreates or updates a contact.
ActionWrite

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More things you can do with Redtail CRM and SmartEmailing

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

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
- Contact List
Trigger
Polling
Try It
- Contact List
Trigger
Polling
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- Email Addres
  Required
- Confirmation Email
- Confirmation Thank You Page
- Processing Purposes
- Subscribed Contact Lists
- When Contact Exists Is in List
- Thanks or Error Page
- First Name
- Last Name
- Cellphone
- Phone
- Notes
- Blacklisted
- Hardbounced
- Softbounced
- Gender
- Language
- Titles Before Name
- Titles After Name
- Salution
- Company
- Street
- Town
- ZIP Code
- Country
- Nameday
- Birthday
- Affiliate ID
Action
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
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- 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
- Get Campaign Sent Stats
Trigger
Instant
Try It
- Unsubscribed Contact Lists
Trigger
Instant
Try It
- Contact Lists
  Required
- Email
  Required
Action
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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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!

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Update SmartEmailing contacts when Redtail CRM contacts are modified

Create or update SmartEmailing contacts when new Redtail CRM contacts are created