Mailjet + Redtail CRM

Create contacts in Redtail CRM and send html emails via Mailjet

Effortlessly stay on top of your email communications with new contacts by using this Redtail CRM to Mailjet workflow. Whenever a new contact is created in Redtail CRM, an HTML email will be sent to them via Mailjet. This time-saving automation ensures a seamless and professional outreach experience, helping you foster stronger relationships with your clients and leads.

When this happens...
Contact Created
Triggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Send HTML Email
Send an email through your Mailjet account with HTML content.
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

What does this mean?

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
New Parse API Inbound Email
Triggers when a new email is sent to your
Trigger
Instant
Try It
- Contacts List
Trigger
Instant
Try It
- From AddressRequired
- From Name
- Reply To
- To:Required
- Cc:
- Bcc:
- SubjectRequired
- Email TEXT Body
Action
Write
- From AddressRequired
- From Name
- Reply To
- ToRequired
- Cc
- Bcc
- Subject
- TemplateRequired
- Templating Language
- Template Variables
- Error Reporting Email
- Campaign
Action
Write
- Contact ListRequired
- EmailRequired
Action
Write
- Email AddressRequired
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
- Contacts List
Trigger
Instant
Try It
- Contacts ListRequired
Trigger
Scheduled
Try It
- From AddressRequired
- From Name
- Reply To
- To:Required
- Cc:
- Bcc:
- SubjectRequired
- Email HTML Body
Action
Write
- From AddressRequired
- From NameRequired
- Reply To
- Contact ListRequired
- Campaign TitleRequired
- SubjectRequired
- Email BodyRequired
Action
Write
- FromRequired
- ToRequired
- TextRequired
Action
Write
- Contact ListRequired
- EmailRequired
Action
Write

About Mailjet

Mailjet is an all-in-one solution to send, track and deliver transactional, notification and marketing emails. Engage, analyze and react with your client base through email. Get started by using the Mailjet zap to synchronise contacts from your favorite eCommerce, CRM or other SaaS tools to your Mailjet contact lists. For users on API version 3 or higher.

Learn more Help

Related categories

Email Newsletters

Similar apps

SendGrid

Transactional Email

Mailchimp Transactional

Transactional Email

Mailgun

Transactional Email

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 Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

PRODUCTS

CAPABILITIES

By team

Mailjet + Redtail CRM

Create contacts in Redtail CRM and send html emails via Mailjet

Activity Created

Activity Updated

Contact Deleted

Opportunity Created

Opportunity Updated

Workflow Step Task Completed

Create Contact

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

Update Activity

IDRequired

Subject

Description

Activity Type

Activity Category

Start Date

End Date

All Day

Location

Priority

Importance

Update Opportunity

IDRequired

Name

Description

Assigned To

Stage

Email Address

Projected Revenue

Actual Revenue

Probability

Amount

Close Date

Opportunity Type

New Parse API Inbound Email

New Unsubscribe

Contacts List

Send Plain Text Email

From AddressRequired

From Name

Reply To

To:Required

Cc:

Bcc:

SubjectRequired

Email TEXT Body

Send Email Using a Mailjet Template

From AddressRequired

From Name