AMcards.com + Redtail CRM

AMcards.com + Redtail CRM integrations

Create drip campaigns in AMcards.com for new contacts in Redtail CRM

Effortlessly manage your client engagements with this seamless workflow between Redtail CRM and AMcards.com. Once a new contact is created in Redtail CRM, a drip campaign will be scheduled on AMcards.com to nurture the relationship. This integration ensures timely and consistent engagement with your clients, helping you provide the best experience possible.

When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Schedule a Drip CampaignTriggers/Schedules a Drip Campaign
ActionWrite

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More things you can do with Redtail CRM and AMcards.com

Discover other triggers and actions you can use with Redtail CRM and AMcards.com

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 Name
  Required
- Last Name
  Required
- 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

- ID
  Required
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- ID
  Required
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- Campaign
  Required
- TO: Salutation
- TO: First Name
  Required
- TO: Last Name
  Required
- TO: Organization
- TO: Address Line 1
  Required
- TO: Address Line 2
- TO: City
  Required
- TO: State
  Required
- TO: Postal Code
  Required
- TO: Country
- TO: Birth Date
- TO: Phone Number
- TO: Anniversary Date
- Send Date
- Initiator
  Required
- FROM: First Name
- FROM: Last Name
- FROM: Address Line 1
- FROM: Address Line 2
- FROM: City
- FROM: State
- FROM: Postal Code
- FROM: Country
- Third Party Contact ID
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
Try It
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
- Subject
  Required
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- ID
  Required
- 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
- Third Party Contact ID
  Required
Action
Write
- Quicksend Template
  Required
- Message
- Send Date
- Initiator
  Required
- To: First Name
  Required
- To: Last Name
  Required
- To: Organization
- To: Address Line 1
  Required
- To: Address Line 2
- To: City
  Required
- To: State/Province/Region
  Required
- To: Postal/Zip Code
  Required
- To: Country
- FROM: First Name
  Required
- FROM: Last Name
  Required
- FROM: Address Line 1
  Required
- FROM: Address Line 2
- FROM: City
  Required
- FROM: State/Province/Region
  Required
- FROM: Postal/Zip Code
  Required
- FROM: Country
- Third Party Contact ID
Action
Write

About AMcards.com

Send real personalized greeting cards and gifts in seconds.

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Related categories

CRM (Customer Relationship Management)

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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.

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