Acumbamail + Redtail CRM

Update Acumbamail subscribers when Redtail CRM contacts are modified

Keep your Acumbamail subscriber list up-to-date with this seamless automation. When a contact is updated in Redtail CRM, this workflow will instantly add or update the corresponding subscriber information in Acumbamail. Streamline your communication process and ensure your email marketing campaigns are reaching the right audience every time.

When this happens...
Contact Updated
Triggers when an existing contact is updated in your database.
TriggerInstant
automatically do this!
Add/Update Subscriber
Adds a new subscriber to a subscriber list of your choosing. Can be used to update an existing subscriber too.
ActionWrite

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Supported triggers and actions

Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
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Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
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Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
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Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
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Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
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Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
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- First NameRequired
- Last NameRequired
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write

- IDRequired
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- IDRequired
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- ListRequired
Trigger
Instant
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- Subscriber ListRequired
Trigger
Instant
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- Sender emailRequired
- List NameRequired
- Company Name
- Company Address
- Company Phone
Action
Write
- EmailRequired
- ListRequired
Action
Write
- SMS RecipientRequired
- Sender NameRequired
- Message BodyRequired
Action
Write

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
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Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
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Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
Try It
Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
Try It
Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
Try It
- SubjectRequired
- Start DateRequired
- End DateRequired
- All DayRequired
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- NameRequired
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- IDRequired
- First Name
- Last Name
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
Action
Write
- ListRequired
Trigger
Instant
Try It
- ListRequired
Trigger
Instant
Try It
- Subscriber ListRequired
- Update existing subscriber data
- Double Optin
- Welcome Email
Action
Write
- ListRequired
Action
Write
- New Template NameRequired
- Origin TemplateRequired
Action
Write
- Campaign NameRequired
- Sender nameRequired
- Sender EmailRequired
- SubjectRequired
- TemplateRequired
- Subscriber listsRequired
Action
Write

About Acumbamail

Acumbamail is a simple and effective Email Marketing tool for everyone.

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Related categories

Email Newsletters

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