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DialMyCalls + Redtail CRM

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.

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.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    DialMyCallsDialMyCalls
    Add a Contact

    Add a new contact to your DialMyCalls account

    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 DialMyCalls

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

Related categories

  • Phone & SMS
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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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