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.
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.
- 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