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Redtail CRM + VBOUT

Update VBOUT contact lists when Redtail CRM contacts are modified

Keep your Redtail CRM contacts up-to-date in your VBOUT marketing lists with this streamlined workflow. Whenever a contact is updated in Redtail CRM, this automation will instantly add or update their details in the specified VBOUT list. Save time and maintain accurate, current information across both platforms effortlessly.

Keep your Redtail CRM contacts up-to-date in your VBOUT marketing lists with this streamlined workflow. Whenever a contact is updated in Redtail CRM, this automation will instantly add or update their details in the specified VBOUT list. Save time and maintain accurate, current information across both platforms 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!
    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