Kudosity + Redtail CRM

Create and update Kudosity contacts when new Redtail CRM contacts are added

Easily keep your contact lists up to date with this Redtail CRM and Kudosity automation. Once set up, this workflow is triggered when a new contact is created in Redtail CRM, automatically adding or updating the contact in your Kudosity account. This saves you time and ensures your marketing and communication campaigns are always in sync with your client database.

Easily keep your contact lists up to date with this Redtail CRM and Kudosity automation. Once set up, this workflow is triggered when a new contact is created in Redtail CRM, automatically adding or updating the contact in your Kudosity account. This saves you time and ensures your marketing and communication campaigns are always in sync with your client database.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    KudosityKudosity
    Add/Update Contact

    Adds or updates a contact on a Burst SMS list.

    ActionWrite
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Supported triggers and actions

  • Redtail CRM triggers, actions, and search

    Activity Deleted

    Triggers when an activity is deleted in your database.

    Trigger
    Instant
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  • Redtail CRM triggers, actions, and search

    Contact Created

    Triggers when a new contact is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Updated

    Triggers when an existing contact is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Deleted

    Triggers when an opportunity is deleted in your database.

    Trigger
    Instant
    Try It
kudosity logo
kudosity logo

About Kudosity

Kudosity is a secure SMS platform for business, empowering marketers and developers to send reliable text messages, and build stronger customer relationships.
Learn more

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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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