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.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Send Handwritten Card
Sends a handwritten card. Note: requires active payment method in your PenPals account.
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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