Listrak + Redtail CRM

Create Listrak subscribers from new Redtail CRM activities

Effortlessly keep your marketing list up-to-date with this automation! When a new activity is created in Redtail CRM, this workflow will seamlessly add or update a subscriber in Listrak. Say goodbye to manual updates and ensure your audience always receives your latest marketing content.

Effortlessly keep your marketing list up-to-date with this automation! When a new activity is created in Redtail CRM, this workflow will seamlessly add or update a subscriber in Listrak. Say goodbye to manual updates and ensure your audience always receives your latest marketing content.

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

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    ListrakListrak
    Add/Update Subscriber

    Add new subscribers and/or update current subscriber information.

    ActionWrite
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Supported triggers and actions

listrak logo
listrak logo

About Listrak

Integrate with Listrak to collect, unify, and interpret customer data to deliver personalized marketing that engages your customers.

Related categories

  • CRM (Customer Relationship Management)

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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