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Redtail CRM + VBOUT

Create new VBOUT contacts from Redtail CRM activities and add them to a list

Stay organized and efficient with this seamless workflow between Redtail CRM and VBOUT. When a new activity is created in Redtail CRM, this automation will add the associated contact to a specified list in VBOUT. Keep your marketing lists up-to-date and ensure that your contacts receive relevant content without any manual effort.

Stay organized and efficient with this seamless workflow between Redtail CRM and VBOUT. When a new activity is created in Redtail CRM, this automation will add the associated contact to a specified list in VBOUT. Keep your marketing lists up-to-date and ensure that your contacts receive relevant content without any manual effort.

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

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    VBOUTVBOUT
    Add Contact to List

    Adds a contact to a specific email list.

    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
    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
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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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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vbout logo
vbout logo

About VBOUT

VBOUT is a marketing platform which helps you optimize the customer journey with powerful email, social media and lead intelligence tools.

Related categories

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier