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Redtail CRM + Stannp

Create letters in Stannp for new contacts created in Redtail CRM

Effortlessly connect your Redtail CRM to Stannp and enhance your customer outreach process. With this automation, whenever you add a new contact in Redtail CRM, a personalized letter will be generated in Stannp, saving you time and ensuring a seamless communication experience with your clients. Now you can focus on building lasting relationships while the workflow handles the letter creation for you.

Effortlessly connect your Redtail CRM to Stannp and enhance your customer outreach process. With this automation, whenever you add a new contact in Redtail CRM, a personalized letter will be generated in Stannp, saving you time and ensuring a seamless communication experience with your clients. Now you can focus on building lasting relationships while the workflow handles the letter creation for you.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    StannpStannp
    Create Letter

    Creates a letter which is then printed and dispatched.

    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
  • Redtail CRM triggers, actions, and search

    Activity Deleted

    Triggers when an activity is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Created

    Triggers when a new contact is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Updated

    Triggers when an existing contact is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Deleted

    Triggers when an opportunity is deleted in your database.

    Trigger
    Instant
    Try It
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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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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stannp logo
stannp logo

About Stannp

Stannp is a service for posting real, physical direct mail such as postcards or letters to recipients' mail boxes, anywhere in the world.

Related categories

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier