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Mailshake + Redtail CRM

Update Redtail CRM contacts to pause or unpause Mailshake recipients

Keep your Mailshake recipient list up to date by automatically pausing or unpausing recipients when their contact information is updated in Redtail CRM. This workflow ensures relevant engagements with your contacts by reflecting the latest changes from your CRM in your email campaigns, saving you time and effort in manual updates.

Keep your Mailshake recipient list up to date by automatically pausing or unpausing recipients when their contact information is updated in Redtail CRM. This workflow ensures relevant engagements with your contacts by reflecting the latest changes from your CRM in your email campaigns, saving you time and effort in manual updates.

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

    Triggers when an existing contact is updated in your database.

    TriggerInstant
  2. automatically do this!
    MailshakeMailshake
    Pause/Unpause Recipient

    Pauses or unpauses a recipient from receiving pending emails. WARNING: When unpausing, this may cause emails to be sent immediately.

    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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