Heymarket SMS + Redtail CRM

Heymarket SMS + Redtail CRM integrations

Create or update Heymarket SMS contacts when new Redtail CRM activities are added

Effortlessly manage your contacts and ensure seamless communication by integrating Redtail CRM with Heymarket SMS. With this automation, as soon as a new activity is created in Redtail CRM, the associated contact will be instantly created or updated in Heymarket SMS. Maintain an up-to-date database and simplify connecting with clients—no manual entries required.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Create or Update ContactCreates or updates a contact.
ActionWrite

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More things you can do with Redtail CRM and Heymarket SMS

Discover other triggers and actions you can use with Redtail CRM and Heymarket SMS

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
New or Updated Contact
Triggers when a contact is created or updated.
Trigger
Instant
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- Inbox
  Required
Trigger
Instant
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- Inbox
  Required
Trigger
Instant
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- Phone Number
- Email Address
- Note
- List
- Name
Action
Write
- Action
  Required
- List
  Required
- Phone Number
  Required
Action
Write
- Inbox
  Required
- Template
  Required
- Phone Number
  Required
Action
Write
- Inbox
  Required
- Phone Number
  Required
- Message
  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
Try It
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
- Inbox
  Required
- Chat Direction
  Required
Trigger
Instant
Try It
- Inbox
  Required
Trigger
Instant
Try It
- Inbox
  Required
Trigger
Instant
Try It
- Phone Number
- Email Address
- Note
- List
- Name
Action
Write
- Action
  Required
- List
  Required
- Phone Number
  Required
Action
Write
- Inbox
  Required
- Template
  Required
- Phone Number
  Required
Action
Write
- Inbox
  Required
- Phone Number
  Required
- Message
  Required
Action
Write

About Heymarket SMS

Heymarket SMS is a business texting with customers and employees. Your team gets shared inboxes, templates, and workflows to message quickly and securely from all the major messaging apps in one place.

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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.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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