Customers.ai + Redtail CRM
Update contacts in Redtail CRM and send messages in Customers.ai
Keep your customer communication up-to-date with this time-saving workflow. When a contact is updated in Redtail CRM, a message will be sent via Customers.ai, ensuring a seamless and efficient way to maintain communication. This automation helps you stay connected with your clients while reducing manual tasks.
Keep your customer communication up-to-date with this time-saving workflow. When a contact is updated in Redtail CRM, a message will be sent via Customers.ai, ensuring a seamless and efficient way to maintain communication. This automation helps you stay connected with your clients while reducing manual tasks.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Send Message
Sends a message to a contact.
- Free forever for core features
- 14 day trial for premium features & apps
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
