CM.com + Redtail CRM
Create CM.com text messages for new Redtail CRM activities
Stay connected with your clients by sending them timely text messages whenever there's a new activity in your Redtail CRM. This automation will send SMS/Push messages via the CM.com app whenever an activity is created in Redtail CRM, making sure your clients receive important updates and info right away. Save time and maintain strong client relationships with this simple yet effective workflow.
Stay connected with your clients by sending them timely text messages whenever there's a new activity in your Redtail CRM. This automation will send SMS/Push messages via the CM.com app whenever an activity is created in Redtail CRM, making sure your clients receive important updates and info right away. Save time and maintain strong client relationships with this simple yet effective workflow.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Send Text (SMS/Push) Message
Sends an SMS or Push message to one or multiple people.
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Activity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try ItContact Deleted
Triggers when a new contact is deleted in your database.
Try ItOpportunity Created
Triggers when a new opportunity is created in your database.
Try It
Activity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try ItContact Updated
Triggers when an existing contact is updated in your database.
Try ItOpportunity Deleted
Triggers when an opportunity is deleted in your database.
Try It
