QuickMail + Redtail CRM

QuickMail + Redtail CRM integrations

Create or update QuickMail.io prospects when new Redtail CRM contacts are created

Effortlessly manage your contacts and prospects with this seamless workflow between Redtail CRM and QuickMail.io. When a new contact is created in Redtail CRM, this automation will either create or update a prospect in your QuickMail.io account. This will ensure that your communication and sales efforts are always up-to-date and you can focus on building meaningful relationships.

When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Create or Update ProspectCreates or Update a Prospect.
ActionWrite

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More things you can do with Redtail CRM and QuickMail

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

Activity Created
Triggers when a new activity is created in your database.
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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.
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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.
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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
New Checkpoint Reached
Triggers when a prospect reached a checkpoint in the journey.
Trigger
Instant
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New Journey Completed
Triggers when a prospect has no more steps to execute in the journey.
Trigger
Instant
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New Opportunity Status
Triggers when an opportunity status is updated.
Trigger
Instant
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New Journey Sentiment
Triggers when a journey sentiment is set (either through labels or manually setting a reply in your TODOs).
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Instant
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New Task
Triggers when a task is created.
Trigger
Instant
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- Prospect Email
  Required
Action
Write
- Prospect Email
  Required
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
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Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
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- 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 Bounce
Triggers when an email comes back as a bounce.
Trigger
Instant
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New Click
Triggers when a prospect clicks on a link.
Trigger
Instant
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New Open
Triggers when a prospect opens an email.
Trigger
Instant
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New Reply
Triggers when a prospect replies to you.
Trigger
Instant
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Update Tag
Triggers when a prospect tag is set or unset.
Trigger
Instant
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New Unsubscribe
Triggers when a prospect clicks on an unsubscribe link.
Trigger
Instant
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- Ignore this Zap if prospect already exists?
- Perform an action?
Action
Write

About QuickMail

Grow your business fast with personalized cold emails at scale.

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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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