PenPals + Redtail CRM

PenPals + Redtail CRM integrations

Send PenPals handwritten cards for new Redtail CRM contacts

Personal follow up can fall through the cracks with new contacts. This Zap runs whenever you add a new contact in Redtail CRM, automatically triggering a personalized, real pen-to-paper card via PenPals to your contact. New clients receive a memorable, tangible greeting while your team builds rapport without manual effort.

When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Send Handwritten CardSends a handwritten card. Note: requires active payment method in your PenPals account.
ActionWrite

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More things you can do with Redtail CRM and PenPals

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

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
- First Name
  Required
- Last Name
- Business
- Address Line 1
  Required
- Address Line 2
- City
  Required
- State
- Zip Code
  Required
Action
Write
- Card
  Required
- Message
  Required
- Sign Off
- Recipient First Name
  Required
- Recipient Last Name
- Recipient Business Name
- Recipient Address Line 1
  Required
- Recipient Address Line 2
- Recipient City
  Required
- Recipient State
- Recipient Zip Code
  Required
- Sender First Name
  Required
- Sender Last Name
- Sender Business Name
- Sender Address Line 1
  Required
- Sender Address Line 2
- Sender City
  Required
- Sender State
- Sender Zip Code
  Required
- Payment Method
  Required
- Handwriting Style
- Ink Color
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
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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
- Card
  Required
- Message
  Required
- Signature or Sign Off
- Recipient First Name
  Required
- Recipient Last Name
- Recipient Business Name
- Recipient Address Line 1
  Required
- Recipient Address Line 2
- Recipient City
  Required
- Recipient State
- Recipient Zip Code
  Required
- Sender First Name
  Required
- Sender Last Name
- Sender Business Name
- Sender Address Line 1
  Required
- Sender Address Line 2
- Sender City
  Required
- Sender State
- Sender Zip Code
  Required
- Handwriting Style
- Ink Color
Action
Write
- Card
  Required
- Message
  Required
- Signature or Sign Off
- Send Date
  Required
- Recipient First Name
  Required
- Recipient Last Name
- Recipient Business Name
- Recipient Address Line 1
  Required
- Recipient Address Line 2
- Recipient City
  Required
- Recipient State
- Recipient Zip Code
  Required
- Sender First Name
  Required
- Sender Last Name
- Sender Business Name
- Sender Address Line 1
  Required
- Sender Address Line 2
- Sender City
  Required
- Sender State
- Sender Zip Code
  Required
- Payment Method
  Required
- Handwriting Style
- Ink Color
Action
Write

About PenPals

PenPals is a service to automate handwritten cards for key moments, helping deliver a more personal touch to clients & prospects.

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Related categories

Customer Appreciation

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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