Mailjet + Redtail CRM

Mailjet + Redtail CRM integrations

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 CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Send HTML EmailSend an email through your Mailjet account with HTML content.
ActionWrite

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More things you can do with Redtail CRM and Mailjet

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

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
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
New Parse API Inbound Email
Triggers when a new email is sent to your
Trigger
Instant
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- Contact List
Trigger
Instant
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- From Address
  Required
- From Name
- Reply To
- To:
  Required
- Cc:
- Bcc:
- Subject
  Required
- Email HTML Body
  Required
Action
Write
- From Address
  Required
- From Name
  Required
- Reply To
- Contact List
  Required
- Campaign Title
  Required
- Subject
  Required
- Email Body
  Required
Action
Write
- Contact List
  Required
- Email
  Required
- firstname
- name
- country
- newsletter_sub
Action
Write
- Email
  Required
Action
Write
- Email
  Required
Action
Search

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
- Contact List
Trigger
Instant
Try It
- Contact List
  Required
Trigger
Polling
Try It
- Email
  Required
- List ID
  Required
Action
Write
- From Address
  Required
- From Name
- Reply To
- To:
  Required
- Cc:
- Bcc:
- Subject
  Required
- Email TEXT Body
  Required
Action
Write
- From Address
  Required
- From Name
- Reply To
- To
  Required
- Cc
- Bcc
- Subject
- Template
  Required
- Templating Language
- Template Variables
- Error Reporting Email
- Campaign
Action
Write
- Contact List
  Required
- Email
  Required
Action
Write
- Email
  Required
- Properties to Return
Action
Search

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.

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Related categories

Email Newsletters

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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.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Zapier Forms

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Related Zap Templates

Update Mailjet contact properties when Redtail CRM contacts are updated

Related Zap Templates

Update Mailjet contact properties when Redtail CRM contacts are updated