PenPals + Redtail CRM

Send PenPals handwritten cards for new Redtail CRM contacts

Personal follow up can fall through the cracks with new contacts. This Zap runs whenever you add a new contact in Redtail CRM, automatically triggering a personalized, real pen-to-paper card via PenPals to your contact. New clients receive a memorable, tangible greeting while your team builds rapport without manual effort.

Personal follow up can fall through the cracks with new contacts. This Zap runs whenever you add a new contact in Redtail CRM, automatically triggering a personalized, real pen-to-paper card via PenPals to your contact. New clients receive a memorable, tangible greeting while your team builds rapport without manual effort.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    PenPalsPenPals
    Send Handwritten Card

    Sends a handwritten card. Note: requires active payment method in your PenPals account.

    ActionWrite
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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
penpals logo
penpals logo

About PenPals

PenPals is a service to automate handwritten cards for key moments, helping deliver a more personal touch to clients & prospects.

Related categories

  • Customer Appreciation
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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