inMobile - SMS gateway + Redtail CRM

inMobile - SMS gateway + Redtail CRM integrations

Create or update contacts in inMobile - SMS gateway when new activities are created in Redtail CRM

Effortlessly stay connected with your contacts in Redtail CRM by sending them personalized SMS messages through the inMobile SMS gateway. With this workflow, every time a new activity is created in Redtail CRM, it will also create or update a contact within inMobile, ensuring that your messages are always reaching the right recipients. Save time, reduce manual work, and enhance customer engagement with this seamless automation.

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

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More things you can do with Redtail CRM and inMobile - SMS gateway

Discover other triggers and actions you can use with Redtail CRM and inMobile - SMS gateway

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
Try It
Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
Try It
Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
Try It

Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
Try It
- 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
- List
  Required
- Phone Number
  Required
- Country Code
- First Name
- Last Name
- Email
- Address
- Zip Code
- Company
- Custom1
- Custom2
- Custom3
- Custom4
- Custom5
- Custom6
Action
Write
- List
  Required
- Phone Number
  Required
- Country Code
Action
Write
- SMS template
  Required
- Receiver phone number
  Required
- Country Code
Action
Write

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
Try It
Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
Try It
Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
Try It
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
Try It
- 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
- Phone Number
  Required
- Country Code
- Comment
- Remove From All Lists?
  Required
Action
Write
- Phone Number
  Required
- Country Code
Action
Write
- Receiver phone number
  Required
- Country Code
- Text
  Required
- From
  Required
Action
Write

About inMobile - SMS gateway

inMobile is a powerful SMS gateway. inMobile makes it easy for you to send personalized SMS messages, manage lists and subscribers.

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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)

Similar apps

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Related Zap Templates

Send sms messages for new Redtail CRM activities with inMobile - SMS gateway

Update inMobile - SMS gateway contacts when Redtail CRM contacts are updated

Create or update contacts in inMobile - SMS gateway when new contacts are added to Redtail CRM