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mailfloss + Redtail CRM

Create emails in mailfloss for new activities in Redtail CRM

Stay organized and save time with this Redtail CRM to mailfloss automation. Whenever a new activity is created in Redtail CRM, it will instantly add an email in mailfloss to keep your contact information up-to-date. Streamline your workflow, enhance client communication, and improve data accuracy with this seamless integration.

Stay organized and save time with this Redtail CRM to mailfloss automation. Whenever a new activity is created in Redtail CRM, it will instantly add an email in mailfloss to keep your contact information up-to-date. Streamline your workflow, enhance client communication, and improve data accuracy with this seamless integration.

  1. When this happens...
    Redtail CRMRedtail CRM
    Activity Created

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    mailflossmailfloss
    Add Email

    Add an email to mailfloss for email verification.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Redtail CRM triggers, actions, and search

    Activity Created

    Triggers when a new activity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Updated

    Triggers when an activity is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Deleted

    Triggers when a new contact is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
    Try It
mailfloss logo
mailfloss logo

About mailfloss

Mailfloss is an email verification platform where you can put your bulk email verification on autopilot and start maximizing your email ROI.

Related categories

  • Email
redtailcrm logo
redtailcrm logo

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 moreHelp

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