Lob + Redtail CRM

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 Updated
Triggers when an existing contact is updated in your database.
TriggerInstant
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.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
Try It
Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
Try It
Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
Try It
Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
Try It
Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
Try It

Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
Try It
- First NameRequired
- Last NameRequired
- 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

- IDRequired
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- IDRequired
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- Description
- Size
- Front File for PostcardRequired
- Back File for PostcardRequired
- To Address Name
- To Address Company
- To Address Line 1Required
- 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 TypeRequired
- 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 LineRequired
- Secondary Line
- City
- State
- Postal Code
- CountryRequired
Action
Write
- Recipient
- Primary LineRequired
- Secondary Line
- Urbanization
- City
- State
- Zip Code
Action
Write

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
Try It
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
- SubjectRequired
- Start DateRequired
- End DateRequired
- All DayRequired
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- NameRequired
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- IDRequired
- 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
- FileRequired
- ColorRequired
- Address Placement
- Double Sided
- To Name
- To Address Company
- To Address Line 1Required
- 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 1Required
- From Address Line 2
- From Address CityRequired
- From Address StateRequired
- From Address ZipRequired
- Mail Type
- Return Envelope
- Custom Envelope
- Perforated Page
- Extra Service
- Send Date
- Use TypeRequired
- 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-MailerRequired
- Outside File for Self-MailerRequired
- To Address Name
- To Address Company
- To Address Line 1Required
- To Address Line 2
- To Address CityRequired
- To Address StateRequired
- To Address ZipRequired
- 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 TypeRequired
- 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 AddressRequired
Action
Write

About Lob

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

Learn more

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 more