Postal.io + Redtail CRM
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.
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 Created
Triggers when a new activity is created in your database.
- automatically do this!Send an Item
Send 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.
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Activity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try ItContact Deleted
Triggers when a new contact is deleted in your database.
Try ItOpportunity Created
Triggers when a new opportunity is created in your database.
Try It
Activity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try ItContact Updated
Triggers when an existing contact is updated in your database.
Try ItOpportunity Deleted
Triggers when an opportunity is deleted in your database.
Try It
