Skip to content
Redtail CRM logoRedtail CRM logo
Spotler Mail+ logoSpotler Mail+ logo
Redtail CRM logoRedtail CRM logo
Spotler Mail+ logoSpotler Mail+ logo

Redtail CRM + Spotler Mail+

Redtail CRM + Spotler Mail+

Redtail CRM + Spotler Mail+ integrations

Create contacts and trigger campaigns in Spotler Mail+ when new activities are added in Redtail CRM

Effortlessly maintain consistent communication with your Redtail CRM contacts by using this workflow. When a new activity is created in Redtail CRM, the contact involved will be added or updated in Spotler Mail+ and a designated campaign will be initiated. Boost your marketing efficiency and ensure a seamless connection between your customer relationship management and email marketing efforts.

  1. When this happens...
    Activity Created
    Activity Created
    Activity CreatedTriggers when a new activity is created in your database.
  2. automatically do this!
    Add (Or Update) Contact and Trigger Campaign
    Add (Or Update) Contact and Trigger Campaign
    Add (Or Update) Contact and Trigger CampaignAdd a new contact (or update the contact if it already exists) and trigger a campaign for this contact.
Start free with email
Start free with email
Google Logo Start free with Google
  • Free forever for core features
  • 14 day trial for premium features & apps

More things you can do with Redtail CRM and Spotler Mail+

Discover other triggers and actions you can use with Redtail CRM and Spotler Mail+

  • Redtail CRM triggers, actions, and search
    Activity Created

    Triggers when a new activity is created in your database.

    Trigger
    Instant
    Try It
  • 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
    Try It
  • Redtail CRM triggers, actions, and search
    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search
    Activity Deleted

    Triggers when an activity is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search
    Contact Created

    Triggers when a new contact is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search
    Contact Updated

    Triggers when an existing contact is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search
    Opportunity Deleted

    Triggers when an opportunity is deleted in your database.

    Trigger
    Instant
    Try It
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.
Related categories
Similar apps
Zapier Forms integrationsZapier Forms integrations
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
spotler logo
About Spotler Mail+
Spotler Mail+ develops and delivers software for professional email marketing automation.
Related categories