Redtail CRM + Smoove

Redtail CRM + Smoove integrations

Create and update Smoove subscribers from new Redtail CRM contacts

Effortlessly keep your contact lists up-to-date with this Redtail CRM and Smoove workflow. When a new contact is created in Redtail CRM, this automation will add or update the subscriber in your Smoove list, ensuring your marketing campaigns always reach the right audience. Save time and stay organized by letting this workflow manage your contact lists for you.

When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Add / Update SubscriberAdd a new subscriber to a list of your choosing.
ActionWrite

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More things you can do with Redtail CRM and Smoove

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

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
Try It
- 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
New List Created
Triggers when a new list is created.
Trigger
Polling
Try It
- Automation Actions
  Required
Trigger
Polling
Try It
- Seniority Level (In Days)
  Required
Trigger
Polling
Try It
- Subscribe to Lists
  Required
- Unsubscribe From Lists
- Update if Subscriber Exists?
  Required
- Restore From Recycle Bin?
  Required
- Restore if Unsubscribed?
  Required
- Can Receive Emails
- Can Receive Sms
- External ID
- Email
- Cellphone
- First Name
- Last Name
- Date of Birth
- Country
- City
- Address
- Phone
- Company Name
- Position
Action
Write
- By
  Required
- Query
  Required
Action
Search

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
Try It
Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
Try It
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
Try It
- 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
New Form Created
Triggers when a new form is created.
Trigger
Polling
Try It
- Form
  Required
Trigger
Polling
Try It
New Subscriber
Triggers when a new subscriber is added.
Trigger
Polling
Try It
- List internal name
  Required
- List description
- Allow to Unsubscribe
- Show to contacts
- Public list name
- Public list description
- Open for subscriptions
Action
Write
- Identify By
  Required
- Identify Value
  Required
- Unsubscribe Reason
  Required
Action
Write
- By
  Required
- Query
  Required
- Subscribe to Lists
  Required
- Unsubscribe From Lists
- Update if Subscriber Exists?
  Required
- Restore From Recycle Bin?
  Required
- Restore if Unsubscribed?
  Required
- Can Receive Emails
- Can Receive Sms
- External ID
- Email
- Cellphone
- First Name
- Last Name
- Date of Birth
- Country
- City
- Address
- Phone
- Company Name
- Position
Action
Search or 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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