Sync Redtail CRM with Mailchimp FAST | Complete Setup & Demo 🚀

Want to streamline your email marketing workflow? In this tutorial, Jeff from Advisor Tech Partners shows you exactly how to set up and use the native Redtail CRM and Mailchimp integration.

You'll learn how to:
→ Activate the Mailchimp integration inside Redtail
→ Generate and apply your Mailchimp API key
→ Sync contacts from Redtail CRM to Mailchimp seamlessly
→ Confirm that your contacts were successfully transferred

This video is perfect for financial advisors and professionals using Redtail CRM who want to enhance client communication through Mailchimp. If you have any questions, drop a comment or reach out directly!

📅 Schedule an Introductory Call: https://app.greminders.com/t/2c5bbdd2/jointintroductorymeeting
📥 Download the CRM Mastery Guide here: https://www.advisortechpartners.com/freeguide

All Services & Pricing👇
👉 CRM Efficiency Scorecard
https://www.advisortechpartners.com/crm-efficiency-scorecard
👉 CRM Customizations Setup
https://www.advisortechpartners.com/crm-customizations-setup
👉 Zapier Consulting for Financial Advisors
https://www.advisortechpartners.com/zapier
👉 Workflow Consulting for Financial Advisors
https://www.advisortechpartners.com/workflows
👉 Service Model Automation
https://www.advisortechpartners.com/service-model-automations

Contact us:
Website: https://www.advisortechpartners.com/
Email us: Team@AdvisorTechPartners.com
Follow Advisor Tech Partners on LinkedIn: https://www.linkedin.com/company/advisor-tech-partners/

#RedtailCRM #Mailchimp #AdvisorTech #FinancialAdvisors #CRMintegration #EmailMarketing #TechTutorial #RedtailTips #MailchimpGuide

Видео Sync Redtail CRM with Mailchimp FAST | Complete Setup & Demo 🚀 канала Advisor Tech Partners