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Mailshake + Redtail CRM

Add Mailshake recipients from newly created Redtail CRM activities

Effortlessly stay connected with your clients by linking Redtail CRM and Mailshake in this seamless workflow. When a new activity is created in Redtail CRM, this automation will add the recipient's email address to your Mailshake campaign, ensuring they receive relevant and timely communication. Save time, stay organized, and maintain customer engagement with this easy-to-implement solution.

Effortlessly stay connected with your clients by linking Redtail CRM and Mailshake in this seamless workflow. When a new activity is created in Redtail CRM, this automation will add the recipient's email address to your Mailshake campaign, ensuring they receive relevant and timely communication. Save time, stay organized, and maintain customer engagement with this easy-to-implement solution.

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

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    MailshakeMailshake
    Add Recipient by Email Address

    Adds a single recipient to a campaign. NOTE: This can cause emails to immediately be 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
redtailcrm logo
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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