Redtail CRM Email Verification Integration

Try it out

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.

You can find more information here.

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.

Up to 99% Delivery Guaranteed

If bounce more than 5%, we’ll refund the difference.
Free to get started. No credit card required.

Try it for free