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DialMyCalls + Redtail CRM

Update DialMyCalls contacts when Redtail CRM contacts are updated

Keep your contact list up to date with this Redtail CRM and DialMyCalls integration. When a contact is updated in Redtail CRM, this workflow automatically adds or updates the corresponding contact in DialMyCalls. Stay organized and ensure all your marketing efforts reach the right people by maintaining consistent contact information across both platforms.

Keep your contact list up to date with this Redtail CRM and DialMyCalls integration. When a contact is updated in Redtail CRM, this workflow automatically adds or updates the corresponding contact in DialMyCalls. Stay organized and ensure all your marketing efforts reach the right people by maintaining consistent contact information across both platforms.

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

    Triggers when an existing contact is updated 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
dialmycalls logo
dialmycalls logo

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
redtailcrm logo
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.
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