Mailbox Power + Redtail CRM

Keep contacts updated in Mailbox Power when changes occur in Redtail CRM

Keep your Redtail CRM and Mailbox Power contacts up-to-date with this efficient workflow. When a contact is updated in Redtail CRM, the automation creates or updates the corresponding contact in Mailbox Power, ensuring consistent accuracy across both platforms. Save time and eliminate manual data entry by implementing this seamless contact management method.

Keep your Redtail CRM and Mailbox Power contacts up-to-date with this efficient workflow. When a contact is updated in Redtail CRM, the automation creates or updates the corresponding contact in Mailbox Power, ensuring consistent accuracy across both platforms. Save time and eliminate manual data entry by implementing this seamless contact management method.

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

    Triggers when an existing contact is updated in your database.

    TriggerInstant
  2. automatically do this!
    Mailbox PowerMailbox Power
    Create or Update Contact

    Adds a new contact OR updates an existing contact IF the first name, last name, street, city, and state match and existing contact.

    ActionWrite
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Supported triggers and actions

mailbox-power logo
mailbox-power logo

About Mailbox Power

Mailbox Power enables you to engage your customers and stay top of mind with your clients by sending personalized cards and gifts.
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Related categories

  • Marketing
redtailcrm logo
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 more

Related categories

  • CRM (Customer Relationship Management)

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