Dotdigital + Redtail CRM

Create and send Dotdigital campaigns for new Redtail CRM contacts

Keep your marketing campaigns up-to-date with this efficient automation that connects Redtail CRM and Dotdigital. Whenever a new contact is created in Redtail CRM, this workflow will seamlessly send a campaign in Dotdigital, ensuring your new contacts always receive the latest information without any manual effort. Maintain an organized marketing strategy and engage new leads quickly and easily.

Keep your marketing campaigns up-to-date with this efficient automation that connects Redtail CRM and Dotdigital. Whenever a new contact is created in Redtail CRM, this workflow will seamlessly send a campaign in Dotdigital, ensuring your new contacts always receive the latest information without any manual effort. Maintain an organized marketing strategy and engage new leads quickly and easily.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    DotdigitalDotdigital
    Send Email Campaign

    Send a marketing email to a contact.

    ActionWrite
Start free with email
Start free with email
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  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
  • 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
dotdigital logo
dotdigital logo

About Dotdigital

Dotdigital is a customer experience and data platform (CXDP) that empowers marketers to create highly personalized cross-channel journeys.
Learn moreHelp

Related categories

  • Marketing Automation

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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