Flodesk + Redtail CRM

Update Flodesk subscribers when Redtail CRM contacts are modified

Effortlessly keep your email marketing segments up-to-date with this workflow. Whenever a contact is updated in Redtail CRM, this automation adds them to your chosen Flodesk segment, ensuring your email campaigns are always targeted towards the right audience. Streamline your marketing efforts by bridging the gap between your CRM and email marketing platform.

Effortlessly keep your email marketing segments up-to-date with this workflow. Whenever a contact is updated in Redtail CRM, this automation adds them to your chosen Flodesk segment, ensuring your email campaigns are always targeted towards the right audience. Streamline your marketing efforts by bridging the gap between your CRM and email marketing platform.

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

    Triggers when an existing contact is updated in your database.

    TriggerInstant
  2. automatically do this!
    FlodeskFlodesk
    Add Existing Subscriber to Segment

    Adds a subscriber to a segment. Note: the email address must already exist in Flodesk, or this zap will fail.

    ActionWrite
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Supported triggers and actions

flodesk logo
flodesk logo

About Flodesk

Beginners and experts use Flodesk to create stunning emails that grow their business. Meet the most intuitive way to send emails and build workflows that convert.
Learn more

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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