Lob + Redtail CRM

Update contacts in Redtail CRM and verify their us addresses in Lob

Keep your Redtail CRM contacts' addresses up-to-date and accurate with this efficient workflow. When a contact is updated in Redtail CRM, it triggers a verification of the US address using the Lob app. This automation ensures that your contact information remains current and reliable, allowing you to maintain seamless communication with your clients.

Keep your Redtail CRM contacts' addresses up-to-date and accurate with this efficient workflow. When a contact is updated in Redtail CRM, it triggers a verification of the US address using the Lob app. This automation ensures that your contact information remains current and reliable, allowing you to maintain seamless communication with your clients.

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

    Triggers when an existing contact is updated in your database.

    TriggerInstant
  2. automatically do this!
    LobLob
    Verify US Address

    Corrects, standardizes, and enriches (e.g. county, geolocation, deliverability) a US address. Please see our documentation for details.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

  • 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
lob logo
lob logo

About Lob

Lob makes it easy to seamlessly print and mail letters, postcards, photos, posters and more via a web API.
Learn more

Related categories

  • Printing
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)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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