BigMailer + Redtail CRM

Create and update BigMailer contacts from new Redtail CRM activities

Effortlessly keep your Redtail CRM and BigMailer contacts in sync with this seamless workflow. Whenever a new activity is created in Redtail CRM, the contact associated with the activity will be added or updated in BigMailer, ensuring your email marketing lists stay up-to-date. This automated process not only saves time but also helps maintain accurate and consistent contact information across both platforms.

Effortlessly keep your Redtail CRM and BigMailer contacts in sync with this seamless workflow. Whenever a new activity is created in Redtail CRM, the contact associated with the activity will be added or updated in BigMailer, ensuring your email marketing lists stay up-to-date. This automated process not only saves time but also helps maintain accurate and consistent contact information across both platforms.

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

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    BigMailerBigMailer
    Add/Update Contact

    Creates or updates contact within a specified brand.

    ActionWrite
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Supported triggers and actions

bigmailer logo
bigmailer logo

About BigMailer

BigMailer is email marketing software for agencies and developers.

Related categories

  • Email
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)

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