Brevo + Redtail CRM

Create and update Brevo contacts when new Redtail CRM contacts are added

Effortlessly keep your contacts organized between Redtail CRM and Brevo with this time-saving automation. Whenever a new contact is created in Redtail CRM, this workflow will add or update the contact information in Brevo, ensuring your contact lists are consistently up-to-date. Now, you can focus on nurturing relationships with your contacts rather than manually updating two separate systems.

Effortlessly keep your contacts organized between Redtail CRM and Brevo with this time-saving automation. Whenever a new contact is created in Redtail CRM, this workflow will add or update the contact information in Brevo, ensuring your contact lists are consistently up-to-date. Now, you can focus on nurturing relationships with your contacts rather than manually updating two separate systems.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    BrevoBrevo
    Add or Update Contact

    Adds or updates a contact.

    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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brevo logo

About Brevo

Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses grow.

Related categories

  • Email Newsletters
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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Zapier Interfaces

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