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ActiveCampaign Postmark + Redtail CRM

Create emails with templates in ActiveCampaign Postmark for new activities in Redtail CRM

Easily stay on top of your Redtail CRM activities with this convenient automation. Whenever a new activity is created in Redtail CRM, this workflow will send a personalized email with a template via ActiveCampaign Postmark, ensuring all relevant parties are notified. Save time and improve communication by letting this workflow manage your activity updates and email notifications.

Easily stay on top of your Redtail CRM activities with this convenient automation. Whenever a new activity is created in Redtail CRM, this workflow will send a personalized email with a template via ActiveCampaign Postmark, ensuring all relevant parties are notified. Save time and improve communication by letting this workflow manage your activity updates and email notifications.

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

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    ActiveCampaign PostmarkActiveCampaign Postmark
    Send Email With Template

    Send an email using a Template associated with your Postmark Account.

    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
postmark logo
postmark logo

About ActiveCampaign Postmark

Postmark is specifically built to deliver your app's emails to the inbox, fast. Instantly send and receive emails with zero maintenance. Our infrastructure combined with proper content and delivery practices means higher response rates from your customers.
Learn moreHelp

Related categories

  • Transactional Email

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redtailcrm logo

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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