Mailgun + Redtail CRM

Mailgun + Redtail CRM integrations

Create Mailgun mailing list members from new Redtail CRM activities

Easily add new contacts in Redtail CRM to your mailing list with this seamless workflow. When you create a new activity in Redtail CRM, the contact will be automatically added as a new mailing list member in Mailgun. Keep your mailing list effortlessly up-to-date and never miss out on potential leads or customer engagements.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Add Mailing List MemberAdds a new member to a mailing list in Mailgun.
ActionWrite

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More things you can do with Redtail CRM and Mailgun

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

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.
Trigger
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
- Alert Event Types
Trigger
Instant
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New Complaint Event
Triggers when a recipient reports an email as spam in Mailgun.
Trigger
Instant
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New Failed Delivery Event
Triggers when an email fails to deliver in Mailgun.
Trigger
Instant
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New Open/Click Event
Triggers when a recipient opens an email or clicks a tracked link in Mailgun.
Trigger
Instant
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New List
Triggers when a new mailing list is added to your account.
Trigger
Polling
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- From Email Address
  Required
- To Email Address
  Required
- CC Email Address
- BCC Email Address
- Reply-To Email Address
- Email Subject
  Required
- Email Body (HTML)
- Email Body (Text)
- Attachment
- Tags
Action
Write
- List
  Required
- Address
  Required
- Update
  Required
- Member Name
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
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
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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
New Log Data
Triggers when new log entries are found in Mailgun. Because this trigger uses polling, multiple log entries may be returned at once during each polling interval.
Trigger
Polling
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New Bounce Event
Triggers when an email permanently or temporarily fails in Mailgun.
Trigger
Instant
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New Delivery Event
Triggers when an email is successfully delivered in Mailgun.
Trigger
Instant
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- Route Expression (Advanced)
- Route Identifier
- Route Priority
Trigger
Instant
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New Unsubscribe Event
Triggers when a recipient unsubscribes in Mailgun.
Trigger
Instant
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- Job List Name
  Required
- CSV File
  Required
Action
Write
- Job ID
  Required
Action
Write
- Email Address
  Required
Action
Write

About Mailgun

Mailgun is a tool with powerful APIs that allow you to send, receive, track and store email effortlessly. Except, with Zapier you don't have to write any code!

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Related categories

Transactional Email

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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)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Create contacts in Redtail CRM and send emails via Mailgun

Related Zap Templates

Create contacts in Redtail CRM and send emails via Mailgun