Lob + Redtail CRM
Create letters in Lob for new contacts in Redtail CRM
Effortlessly manage your mailing tasks by connecting Redtail CRM to Lob. With this automation, whenever a new contact is created in Redtail CRM, a personalized letter will be sent to them through Lob. Keep your clients engaged and informed without the hassle of manual mailing processes. Save time and stay organized with this seamless workflow.
Effortlessly manage your mailing tasks by connecting Redtail CRM to Lob. With this automation, whenever a new contact is created in Redtail CRM, a personalized letter will be sent to them through Lob. Keep your clients engaged and informed without the hassle of manual mailing processes. Save time and stay organized with this seamless workflow.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Send Letter
Creates a new letter in a double window envelope that will be mailed to the 'to' address, and from the 'from' address. Please see our documentation (www.lob.com/docs#letters) for details.
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Activity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try ItContact Deleted
Triggers when a new contact is deleted in your database.
Try ItOpportunity Created
Triggers when a new opportunity is created in your database.
Try It
Activity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try ItContact Updated
Triggers when an existing contact is updated in your database.
Try ItOpportunity Deleted
Triggers when an opportunity is deleted in your database.
Try It
