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MailUp + Redtail CRM

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.

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.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    MailUpMailUp
    Add Recipient to Group

    Add recipient to the specified group on the list.

    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
mailup logo
mailup logo

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 moreHelp

Related categories

  • Drip Emails

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redtailcrm logo
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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.

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