Connect Elastic Email and Redtail CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Add Contact to Specified List
Campaign Sent
Choose an Action
Automatically do this!
- Request a new Action for Redtail CRM
Enable Integrations or automations with these events of Elastic Email and Redtail CRM
Enable Integrations or automations with these events of Elastic Email and Redtail CRM
Triggers
Add Contact to Specified List
Runs when new contact is added to specified list.
Campaign Sent
Triggers when a campaign is created.
Actions
List Campaigns
List all campaigns or get a campaign by name.
Get a Contact
Get a contact details by email.
Get All Contacts
Retrieve all existing contacts.
Create or Update Template
Create or update an email template by name.
Get All Templates
Get all email templates.
Unsubscribe Contacts
Mark one or more contacts as unsubscribed.
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Frequently Asked Questions
To start, connect both your Elastic Email and Redtail CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Elastic Email triggers actions in Redtail CRM (or vice versa).
Absolutely. You can customize how Elastic Email data is recorded in Redtail CRM. This includes choosing which data fields go into which fields of Redtail CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Elastic Email and Redtail CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Elastic Email and Redtail CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Elastic Email
Elastic Email is a robust email marketing platform and SMTP relay service that caters to businesses and developers. It provides a suite of tools and services designed to facilitate email marketing campaigns, transactional emails, and email automation. The platform offers features like email template creation, contact list management, analytics, detailed reporting, and email API functionality.
Learn MoreAbout 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.
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