Klaviyo + Redtail CRM

Add new Redtail CRM contacts to Klaviyo as subscribers

Easily stay in touch with new contacts from your Redtail CRM by automatically adding them as subscribers to your Klaviyo email list. With this seamless workflow, every time a new contact is created in Redtail CRM, they'll be instantly added as a subscriber in Klaviyo, ensuring you never miss an opportunity to engage with your growing audience.

Easily stay in touch with new contacts from your Redtail CRM by automatically adding them as subscribers to your Klaviyo email list. With this seamless workflow, every time a new contact is created in Redtail CRM, they'll be instantly added as a subscriber in Klaviyo, ensuring you never miss an opportunity to engage with your growing audience.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    KlaviyoKlaviyo
    Create Or Update Profile

    Create or Update a Profile and add it to a list you specify. Profiles are single or double opted in based on the list's settings.

    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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klaviyo logo

About Klaviyo

Klaviyo is an email marketing platform. Powered by data, built for ecommerce and web businesses.
Learn more

Related categories

  • Marketing Automation

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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