ActiveCampaign Postmark + Redtail CRM

Create emails with templates in ActiveCampaign Postmark for new activities in Redtail CRM

Easily stay on top of your Redtail CRM activities with this convenient automation. Whenever a new activity is created in Redtail CRM, this workflow will send a personalized email with a template via ActiveCampaign Postmark, ensuring all relevant parties are notified. Save time and improve communication by letting this workflow manage your activity updates and email notifications.

Easily stay on top of your Redtail CRM activities with this convenient automation. Whenever a new activity is created in Redtail CRM, this workflow will send a personalized email with a template via ActiveCampaign Postmark, ensuring all relevant parties are notified. Save time and improve communication by letting this workflow manage your activity updates and email notifications.

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

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    ActiveCampaign PostmarkActiveCampaign Postmark
    Send Email With Template

    Send an email using a Template associated with your Postmark Account.

    ActionWrite
Start free with email
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Supported triggers and actions

postmark logo
postmark logo

About ActiveCampaign Postmark

Postmark is specifically built to deliver your app's emails to the inbox, fast. Instantly send and receive emails with zero maintenance. Our infrastructure combined with proper content and delivery practices means higher response rates from your customers.
Learn more

Related categories

  • Transactional Email

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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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