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Mailshake + Redtail CRM

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.

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.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    MailshakeMailshake
    Add Recipients by Email Addresses

    Adds multiple recipients to a campaign. NOTE: this can cause emails to be immediately sent.

    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
  • Redtail CRM triggers, actions, and search

    Activity Deleted

    Triggers when an activity is deleted in your database.

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

    Contact Created

    Triggers when a new contact is created in your database.

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

    Contact Updated

    Triggers when an existing contact is updated in your database.

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

    Opportunity Deleted

    Triggers when an opportunity is deleted in your database.

    Trigger
    Instant
    Try It
mailshake logo
mailshake logo

About Mailshake

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

Related categories

  • Drip Emails
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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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