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MessageBird + Redtail CRM

Create MessageBird contacts from new Redtail CRM activities

Effortlessly manage new activities in Redtail CRM and keep your MessageBird contacts up to date with this workflow. When an activity is created in Redtail CRM, the associated contact will be added to MessageBird as a new contact. Stay organized and maintain accurate contact information across platforms with this simple yet powerful automation.

Effortlessly manage new activities in Redtail CRM and keep your MessageBird contacts up to date with this workflow. When an activity is created in Redtail CRM, the associated contact will be added to MessageBird as a new contact. Stay organized and maintain accurate contact information across platforms with this simple yet powerful automation.

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

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    MessageBirdMessageBird
    Create Contact

    Creates a new contact.

    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
  • Redtail CRM triggers, actions, and search

    Activity Deleted

    Triggers when an activity is deleted in your database.

    Trigger
    Instant
    Try It
  • 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
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About MessageBird

Send SMS and voice messages to any country. Easily done via our website, email or your own software (API). No setup fees. No monthly fees.

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.
Learn moreHelp

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