Redtail CRM + SmartrMail

Update SmartrMail subscribers when Redtail CRM contacts are updated

Keep your SmartrMail subscribers up to date with this Redtail CRM and SmartrMail workflow. When a contact is updated in Redtail CRM, this automation will create a new subscriber in SmartrMail, ensuring your mailing list stays current and accurate. No more manual data entry - save time and maintain an organized email list effortlessly.

Keep your SmartrMail subscribers up to date with this Redtail CRM and SmartrMail workflow. When a contact is updated in Redtail CRM, this automation will create a new subscriber in SmartrMail, ensuring your mailing list stays current and accurate. No more manual data entry - save time and maintain an organized email list effortlessly.

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

    Triggers when an existing contact is updated in your database.

    TriggerInstant
  2. automatically do this!
    SmartrMailSmartrMail
    Create Subscriber

    Creates a Subscriber

    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

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smartrmail logo

About SmartrMail

SmartrMail is the easiest way to send your customers the products they’re most likely to buy.

Related categories

  • Email Newsletters