DialMyCalls + Redtail CRM

DialMyCalls + Redtail CRM integrations

Create DialMyCalls contacts for new Redtail CRM contacts

Effortlessly maintain your contact list with this Redtail CRM and DialMyCalls automation. Once a new contact is created in Redtail CRM, this workflow will automatically add them as a contact in DialMyCalls, ensuring your marketing or communication campaigns stay up to date. Say goodbye to manual data entry and keep your contact lists synchronized with this seamless integration.

When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Add a ContactAdd a new contact to your DialMyCalls account
ActionWrite

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More things you can do with Redtail CRM and DialMyCalls

Discover other triggers and actions you can use with Redtail CRM and DialMyCalls

Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
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Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
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Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
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Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
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Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
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Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write

- ID
  Required
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- ID
  Required
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- Broadcast Name
  Required
- Caller ID
  Required
- Recording ID
  Required
- Contacts
  Required
Action
Write
- Name
  Required
- Vanity Number
  Required
- Message
  Required
- Contacts
  Required
Action
Write

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
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Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
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Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
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Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
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Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
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- Subject
  Required
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- ID
  Required
- First Name
- Last Name
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
Action
Write
- Incoming Text ID
- From Number
- To Number
- Status
- Created At
- Updated At
Trigger
Instant
Try It
- First name
- Last name
- Phone number
  Required
- Phone extension
- Email address
- Extra data
- Group
Action
Write

About DialMyCalls

DialMyCalls provides calling and texting to customers around the world. We offer reporting for all broadcasts as well as a contact management system.

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Related categories

Phone & SMS

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.

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Related categories

CRM (Customer Relationship Management)

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Related Zap Templates

Update DialMyCalls contacts when Redtail CRM contacts are updated

Related Zap Templates

Update DialMyCalls contacts when Redtail CRM contacts are updated