Mailchimp Transactional + Redtail CRM

Mailchimp Transactional + Redtail CRM integrations

Send email notifications via Mailchimp Transactional for new Redtail CRM activities

Stay on top of your client activities with this efficient workflow between Redtail CRM and Mailchimp Transactional. When a new activity is created in Redtail CRM, it automatically sends an email through Mailchimp Transactional. This ensures timely communication and helps you build stronger relationships with your clients.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Send EmailSend an email through Mandrill's system!
ActionWrite

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More things you can do with Redtail CRM and Mailchimp Transactional

Discover other triggers and actions you can use with Redtail CRM and Mailchimp Transactional

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
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Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
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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
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Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
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- 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
- Subaccount
- From Name
  Required
- From Email
  Required
- Reply-To
- To Email
  Required
- Cc Address
- Bcc Address
- Subject
  Required
- Body Text
- Body HTML
- Send At
- Tags
- Track Opens?
- Track Clicks?
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
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Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
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Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
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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
New Catch Hook
Catch and trigger off of any webhook that Mandrill sends.
Trigger
Instant
Try It
- Label Filter
- Template
  Required
- From Name
  Required
- From Email
  Required
- Reply-To
- To Email
  Required
- Bcc Address
- Subject
  Required
- Template Variables
  Required
- Merge Field
  Required
- Send At
- Inline CSS
Action
Write

About Mailchimp Transactional

Mailchimp Transactional is simple, powerful transactional email.

Learn moreLearn moreHelpHelp

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Transactional Email

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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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Related categories

CRM (Customer Relationship Management)

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Related Zap Templates

Update Mailchimp Transactional templates when Redtail CRM contacts change

Related Zap Templates

Update Mailchimp Transactional templates when Redtail CRM contacts change