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CallFire + Redtail CRM

Create text messages in CallFire for new contacts in Redtail CRM

Effortlessly stay in touch with new contacts by sending a personalized text message using this Redtail CRM and CallFire automation. Whenever a new contact is created in Redtail CRM, a text message will be sent to them through CallFire. With this seamless workflow, you can strengthen your relationship with clients and ensure timely communication without any manual intervention.

Effortlessly stay in touch with new contacts by sending a personalized text message using this Redtail CRM and CallFire automation. Whenever a new contact is created in Redtail CRM, a text message will be sent to them through CallFire. With this seamless workflow, you can strengthen your relationship with clients and ensure timely communication without any manual intervention.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    CallFireCallFire
    Create Text Message

    Sends a text message to the number

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Redtail CRM triggers, actions, and search

    Activity Created

    Triggers when a new activity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Updated

    Triggers when an activity is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Deleted

    Triggers when a new contact is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
    Try It
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callfire logo

About CallFire

CallFire is a cloud telephony platform. Easily fire off an SMS or Call. You can trigger events when your phone number is called or texted as well.

Related categories

  • Phone & SMS
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 moreHelp

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