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CloudTalk + Redtail CRM

Create Redtail CRM contacts and send CloudTalk sms messages for new connections

Stay connected with your new contacts in Redtail CRM by instantly sending them an SMS through CloudTalk. This seamless workflow ensures you don't miss out on engaging with your valuable leads or clients right after they are added to your CRM. Strengthen customer relationships by delivering personalized messages, without needing to manually send each text.

Stay connected with your new contacts in Redtail CRM by instantly sending them an SMS through CloudTalk. This seamless workflow ensures you don't miss out on engaging with your valuable leads or clients right after they are added to your CRM. Strengthen customer relationships by delivering personalized messages, without needing to manually send each text.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    CloudTalkCloudTalk
    Send SMS

    Send SMS via CloudTalk

    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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About CloudTalk

CloudTalk help modern sales and customer service teams provide better phone support and close more deals.

Related categories

  • Phone & SMS
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.

Related categories

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