Klaviyo + Redtail CRM

Update Klaviyo subscribers when Redtail CRM contacts are updated

Keep your Redtail CRM contacts and Klaviyo subscribers in sync with this seamless workflow. When a contact is updated in Redtail CRM, their information will be automatically updated in Klaviyo as well. This way, your contact lists stay accurate and organized across both platforms, allowing for more targeted and effective marketing efforts.

Keep your Redtail CRM contacts and Klaviyo subscribers in sync with this seamless workflow. When a contact is updated in Redtail CRM, their information will be automatically updated in Klaviyo as well. This way, your contact lists stay accurate and organized across both platforms, allowing for more targeted and effective marketing efforts.

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

    Triggers when an existing contact is updated in your database.

    TriggerInstant
  2. automatically do this!
    KlaviyoKlaviyo
    Update Profile

    Updates an existing profile and optionally adds them to a list.

    ActionWrite
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Supported triggers and actions

  • 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
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klaviyo logo

About Klaviyo

Klaviyo is an email marketing platform. Powered by data, built for ecommerce and web businesses.
Learn more

Related categories

  • Marketing Automation

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redtailcrm logo
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)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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