Postal.io + Redtail CRM

Postal.io + Redtail CRM integrations

Create Postal.io items to send when new Redtail CRM activities are added

Effortlessly enhance your client engagement process with this seamless workflow between Redtail CRM and Postal.io. When a new activity is created in Redtail CRM, it will instantly send a personalized item from Postal.io, streamlining your marketing efforts and improving customer relationships. Save time and make a lasting impression with this smart automation.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Send an ItemSend an item from your Postal account. You can configure if you want to send this via an email or directly in the Postal App's Trigger Setup.
ActionWrite

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More things you can do with Redtail CRM and Postal.io

Discover other triggers and actions you can use with Redtail CRM and Postal.io

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
Budget Status
Triggers when the budget is below the alert threshold set under Settings.
Trigger
Polling
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Get Postal Status
Triggers when the item has been redeemed, has not been redeemed, or is about to expire.
Trigger
Polling
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New Event Registrant
Triggers when an attendee registers for a Postal Event.
Trigger
Polling
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New Postal Sent
Triggers when an order is placed through our marketplace.
Trigger
Polling
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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
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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
Send Item Status
Triggers when an item is low stock, out of stock, disabled.
Trigger
Polling
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Campaign Status
Triggers when the status of a campaign has changed.
Trigger
Polling
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Integration Status
Triggers when an integration has been turned on, off, or disconnected.
Trigger
Polling
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New Approved Item
Triggers when a new item has been added to your Items in the Marketplace.
Trigger
Polling
Try It
- Trigger
  Required
- First Name
  Required
- Last Name
  Required
- Email Address
- Address Line 1
- Address Line 2
- City
- State
- Postal Code
- Country
- Custom Field 1
Action
Write

About Postal.io

Postal.io automates the offline for Sales & Marketing

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Related categories

Marketing

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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