MailUp + Redtail CRM

MailUp + Redtail CRM integrations

Create MailUp group recipients from new Redtail CRM contacts

Effortlessly manage your email contacts with this Redtail CRM and MailUp integration. When a new contact is created in Redtail CRM, they will be automatically added to a specified group in MailUp. This seamless workflow helps save time, ensuring your email marketing efforts are efficient and up-to-date.

When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Add Recipient to GroupAdd recipient to the specified group on the list.
ActionWrite

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More things you can do with Redtail CRM and MailUp

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

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
Try It
Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
Try It
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
Try It

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
- List
  Required
Trigger
Polling
Try It
- List
  Required
Trigger
Polling
Try It
- List
  Required
Trigger
Polling
Try It
- Target List
  Required
- Subject
  Required
- Content
  Required
- Notes
Action
Write
- Target List
  Required
- Group Name
  Required
- Notes
- Deletable
Action
Write
- Source List
  Required
- Email Message
  Required
- Target Email Address
  Required
Action
Write
- Recipient to Remove
  Required
- Source List
  Required
Action
Write

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
Try It
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
- List
  Required
- Message
  Required
Trigger
Polling
Try It
- List
  Required
Trigger
Polling
Try It
- List
  Required
Trigger
Polling
Try It
- List
  Required
Trigger
Polling
Try It
- Target List
  Required
- Target Group
  Required
- Email
  Required
Action
Write
- Target List
  Required
- Email
  Required
Action
Write
- Source Message
  Required
- Target List
  Required
- Target Group
  Required
Action
Write

About MailUp

MailUp is your complete email delivery solution. Send newsletters, create blog digests from RSS feeds, send automated messages when certain conditions occur. Advanced email marketing tools made easy.

Learn moreLearn moreHelpHelp

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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

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CRM (Customer Relationship Management)

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Create MailUp recipients from new Redtail CRM contacts

Related Zap Templates

Create MailUp recipients from new Redtail CRM contacts