Mailshake + Redtail CRM

Mailshake + Redtail CRM integrations

Create Mailshake recipients from new Redtail CRM contacts

This workflow ensures seamless communication in your sales process. When a new contact is created in Redtail CRM, they will be added as a recipient to a specified Mailshake campaign. This allows you to immediately engage with your new leads and nurture them through targeted email outreach. Save time and eliminate manual tasks, while keeping your email campaigns organized and up-to-date.

When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Add Recipients by Email AddressesAdds multiple recipients to a campaign. NOTE: this can cause emails to be immediately sent.
ActionWrite

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More things you can do with Redtail CRM and Mailshake

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

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
- Assignee
- Campaign
Trigger
Polling
Try It
- Campaign
- Message Type
Trigger
Polling
Try It
- Campaign
- Reply Type
Trigger
Polling
Try It
- Campaign
  Required
- Email Addresses
  Required
Action
Write
- Campaign
  Required
- Email Addresses
  Required
Action
Write
- Campaign
  Required
- Email Address
  Required
- Pause or Unpause?
  Required
Action
Write
- Campaign
  Required
- Email Address
  Required
- Lead Status
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
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
- Campaign
- Exclude Duplicates?
- Match Link
Trigger
Polling
Try It
- Campaign
- Lead Status
Trigger
Polling
Try It
- Campaign
- Exclude Duplicates?
Trigger
Polling
Try It
- Campaign
  Required
- Email Address
  Required
- Full Name
- First Name
- Last Name
- Phone Number
- Facebook URL
- Instagram ID
- LinkedIn URL
- Twitter ID
- Account Name
- Text Replacements
Action
Write
- Campaign
  Required
- CSV File
  Required
- Email Address Column Name
  Required
- Full Name Column Name
- Phone Number Column Name
- Facebook URL Column Name
- Instagram ID Column Name
- LinkedIn URL Column Name
- Twitter ID Column Name
- Account Column Name
Action
Write
- Campaign
  Required
- Pause or Unpause?
  Required
Action
Write
- Email Addresses
  Required
Action
Write

About Mailshake

Mailshake is a simple outreach tool that works with any Google account.

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Related categories

Drip Emails

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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Related Zap Templates

Update Redtail CRM contacts to pause or unpause Mailshake recipients

Add Mailshake recipients from newly created Redtail CRM activities