Connect Direct Mail Manager and Radius CRM to unlock the power of automation

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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap.

Add your action

An action happens after the trigger—such as "Create Lead/Client" in Radius CRM.

You’re connected!

Zapier seamlessly connects Direct Mail Manager and Radius CRM, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Name your Letter
  Required
- Mail Type
  Required
- Campaign Name
- Color
  Required
- Double-Sided
  Required
- Address placement
  Required
- Artwork
  Required
- Send date
- Description
- To Address - First Name
  Required
- To Address - Last Name
- To Address - Company
- To Address - Address line 1
  Required
- To Address - Address Line 2
- To Address - City
  Required
- To Address - State
  Required
- To Address - Zip
  Required
- From Address - First Name
  Required
- From Address - Last Name
- From Address - Address line 1
  Required
- From Address - Address Line 2
- From Address - City
  Required
- From Address - State
  Required
- From Address - Zip
  Required
- Merge Variables (Variable Data)
- Merge Variables
Action
Write
Create Lead/Client
Create a Lead or Client in Radius
Action
Write

- Name your Postcard
  Required
- Campaign Name
- Description
- Postcard Size
  Required
- Mail Type
  Required
- Front Artwork
  Required
- Back Artwork
- To Address - First Name
  Required
- To Address - Last Name
- To Address - Company
- To Address - Address line 1
  Required
- To Address - Address Line 2
- To Address - City
  Required
- To Address - State
  Required
- To Address - Zip
  Required
- From Address - First Name
- From Address - Last Name
- From Address - Address line 1
- From Address - Address Line 2
- From Address - City
- From Address - State
- From Address - Zip
- Merge Variables (Variable Data)
- Merge Variables
Action
Write
Update Lead/Client
Update an existing lead or client record in Radius.
Action
Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Direct Mail Manager and Radius CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Direct Mail Manager to Radius CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Direct Mail Manager

Direct Mail Manager makes sending postcards, letters, and checks as easy as sending an email.

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Related categories

Marketing Automation

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

About Radius CRM

Lead Management & CRM Software for Insurance Agents to Market to Leads, Speak to Clients, and Track Commissions, all with automation.