Mailbox Power + Redtail CRM

Mailbox Power + Redtail CRM integrations

Keep contacts updated in Mailbox Power when changes occur in Redtail CRM

Keep your Redtail CRM and Mailbox Power contacts up-to-date with this efficient workflow. When a contact is updated in Redtail CRM, the automation creates or updates the corresponding contact in Mailbox Power, ensuring consistent accuracy across both platforms. Save time and eliminate manual data entry by implementing this seamless contact management method.

When this happens...
Contact UpdatedTriggers when an existing contact is updated in your database.
TriggerInstant
automatically do this!
Create or Update ContactAdds a new contact OR updates an existing contact IF the first name, last name, street, city, and state match and existing contact.
ActionWrite

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More things you can do with Redtail CRM and Mailbox Power

Discover other triggers and actions you can use with Redtail CRM and Mailbox Power

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
Try It
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
Try It
- 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
Contact Scans QR Code
Triggers when a contact receives one of your mailpieces and scans the Image Auto Merge QR code printed on your mailpiece.
Trigger
Polling
Try It
- Contact ID
  Required
Action
Write
- Contact ID
  Required
- Group ID
  Required
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
- Address Book Group
  Required
Trigger
Polling
Try It
Updated Contact
Triggers when a contact is updated.
Trigger
Polling
Try It
- Contact Group
- First Name
  Required
- Last Name
  Required
- Company Name
- Street Address
  Required
- Apt / Suite
- City
  Required
- State
  Required
- Postal Code
  Required
- Country
  Required
- Email
- Phone
- Image URL
- Spouse Name
- Pet Name
- Birth Month
- Birth Day
- Anniversary Month
- Anniversary Day
- Merge 1
- Merge 2
- Merge 3
- Merge 4
- Merge 5
- Merge 6
- Merge 7
- Merge 8
- Merge 9
- Merge 10
- Merge 11
- Merge 12
- Merge 13
- Merge 14
- Merge 15
- Merge 16
- Merge 17
- Merge 18
- Merge 19
- Merge 20
- QR Code
- Always Create a New Contact?
Action
Write

About Mailbox Power

Mailbox Power enables you to engage your customers and stay top of mind with your clients by sending personalized cards and gifts.

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Marketing

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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Related categories

CRM (Customer Relationship Management)

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