Lob + Redtail CRM

Lob + Redtail CRM integrations

Update contacts in Redtail CRM and send letters in Lob

Keep your customer communication up-to-date with this Redtail CRM and Lob integration. Whenever a contact is updated in Redtail CRM, this workflow automatically sends a letter using Lob. Maintain a consistent and professional relationship with your clients by ensuring they receive the latest information after any changes in their contact details.

When this happens...
Contact UpdatedTriggers when an existing contact is updated in your database.
TriggerInstant
automatically do this!
Send LetterCreates 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.
ActionWrite

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More things you can do with Redtail CRM and Lob

Discover other triggers and actions you can use with Redtail CRM and Lob

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.
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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
- Description
- Size
- Front File for Postcard
  Required
- Back File for Postcard
  Required
- To Address Name
- To Address Company
- To Address Line 1
  Required
- To Address Line 2
- To Address City
- To Address State
- To Address Zip
- To Address Country
- From Address Name
- From Address Company
- From Address Line 1
- From Address Line 2
- From Address City
- From Address State
- From Address Zip
- Mail Type
- Send Date
- Use Type
  Required
- Idempotency Key
- QR Code Position
- QR Code Redirect URL
- QR Code Width
- QR Code Top
- QR Code Right
- QR Code Left
- QR Code Bottom
- QR Code Pages
- QR Code Logo URL
- QR Code Background Color
- QR Code Foreground Color
Action
Write
- Recipient
- Primary Line
  Required
- Secondary Line
- City
- State
- Postal Code
- Country
  Required
Action
Write
- Recipient
- Primary Line
  Required
- Secondary Line
- Urbanization
- City
- State
- Zip Code
Action
Write

Activity Deleted
Triggers when an activity is deleted in your database.
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Instant
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Contact Created
Triggers when a new contact is created in your database.
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Instant
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Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
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Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
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Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
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- 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
- Description
- File
  Required
- Color
  Required
- Address Placement
- Double Sided
- To Name
- To Address Company
- To Address Line 1
  Required
- To Address Line 2
- To Address City
- To Address State
- To Address Zip
- To Address Country
- From Address Name
- From Address Company
- From Address Line 1
  Required
- From Address Line 2
- From Address City
  Required
- From Address State
  Required
- From Address Zip
  Required
- Mail Type
- Return Envelope
- Custom Envelope
- Perforated Page
- Extra Service
- Send Date
- Use Type
  Required
- Idempotency Key
- QR Code Position
- QR Code Redirect URL
- QR Code Width
- QR Code Top
- QR Code Right
- QR Code Left
- QR Code Bottom
- QR Code Pages
- QR Code Logo URL
- QR Code Background Color
- QR Code Foreground Color
Action
Write
- Description
- Size
- Inside File for Self-Mailer
  Required
- Outside File for Self-Mailer
  Required
- To Address Name
- To Address Company
- To Address Line 1
  Required
- To Address Line 2
- To Address City
  Required
- To Address State
  Required
- To Address Zip
  Required
- From Address Name
- From Address Company
- From Address Line 1
- From Address Line 2
- From Address City
- From Address State
- From Address Zip
- Mail Type
- Send Date
- Use Type
  Required
- Idempotency Key
- QR Code Position
- QR Code Redirect URL
- QR Code Width
- QR Code Top
- QR Code Right
- QR Code Left
- QR Code Bottom
- QR Code Pages
- QR Code Logo URL
- QR Code Background Color
- QR Code Foreground Color
Action
Write
- Single Line US Address
  Required
Action
Write

About Lob

Lob makes it easy to seamlessly print and mail letters, postcards, photos, posters and more via a web API.

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Related categories

Printing

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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Create letters in Lob for new contacts in Redtail CRM

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