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.

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How this Redtail CRM + TrueMail integration works

• 1. Add new record to a Redtail CRM account
• 2. Zapier sends the email to be verified with TrueMail
• 3. Zapier updates the existing Redtail CRM record with TrueMail result code in a custom field

Apps involved

• • Redtail CRM
• • TrueMail

Redtail CRM Triggers

• Lookup Source.

  Lookup the sources.

• New Activity.

  Triggers when a new activity is created.

• Ping.

  Tests the Redtail to Zapier authentication.

• Lookup Contact Status.

  Lookup the contact statuses.

• Lookup Contact Category.

  Lookup the contact categories.

• Lookup Activity Types.

  Lookup activity types.

• New Contact.

  Triggers when a new contact is created.

• Create New Activity.

  Creates a new activity.

• Create New Opportunity.

  Creates a new opportunity.

• Create New Contact.

  Creates a new contact.