Redtail CRM + Scribeless

Update Scribeless recipients when Redtail CRM contacts are modified

Keep your personalized marketing campaigns up-to-date with this automation workflow. Whenever a contact is updated in Redtail CRM, this workflow will ensure that the changes are reflected in your Scribeless recipients list. Stay organized and maintain accurate information for your audience without manual intervention.

Keep your personalized marketing campaigns up-to-date with this automation workflow. Whenever a contact is updated in Redtail CRM, this workflow will ensure that the changes are reflected in your Scribeless recipients list. Stay organized and maintain accurate information for your audience without manual intervention.

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

    Triggers when an existing contact is updated in your database.

    TriggerInstant
  2. automatically do this!
    ScribelessScribeless
    Add Recipients

    Add recipients to a recurring Scribeless campaign.

    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
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
scribeless logo
scribeless logo

About Scribeless

Handwritten notes feel special. Our technology helps brands automate handwritten marketing and deliver delightful customer experiences.

Related categories

  • Marketing Automation

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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