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Redtail CRM + SmartEmailing

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

Effortlessly manage your contacts with this Redtail CRM and SmartEmailing integration. Once a new contact is added in Redtail CRM, this workflow will seamlessly create or update the corresponding contact in SmartEmailing, helping you keep both platforms up-to-date without manual data entry. Maintain organized and accurate contact information while streamlining your marketing communication efforts with this automation.

Effortlessly manage your contacts with this Redtail CRM and SmartEmailing integration. Once a new contact is added in Redtail CRM, this workflow will seamlessly create or update the corresponding contact in SmartEmailing, helping you keep both platforms up-to-date without manual data entry. Maintain organized and accurate contact information while streamlining your marketing communication efforts with this automation.

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

    Triggers when a new contact is created 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

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

    Activity Created

    Triggers when a new activity is created in your database.

    Trigger
    Instant
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  • 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
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  • 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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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.
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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
smartemailing logo
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