Mobile Text Alerts + Redtail CRM

Mobile Text Alerts + Redtail CRM integrations

Update Mobile Text Alerts subscribers when Redtail CRM contacts change

Keep your contact updates in Redtail CRM seamlessly organized with this efficient workflow. Whenever a contact is updated in Redtail CRM, they will be added as a subscriber to a designated group in Mobile Text Alerts. This makes it easier to manage your contacts and ensure they receive the right messages at the right time.

When this happens...
Contact UpdatedTriggers when an existing contact is updated in your database.
TriggerInstant
automatically do this!
Add Subscriber to GroupPuts a phone number that has been previously added to a group.
ActionWrite

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More things you can do with Redtail CRM and Mobile Text Alerts

Discover other triggers and actions you can use with Redtail CRM and Mobile Text Alerts

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
Message Reply
Triggers when a new message reply is received.
Trigger
Instant
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- Phone Number
- Email
- First Name
- Last Name
Action
Write
- Number
  Required
Action
Write
- Message
  Required
- Phone Number
- Groups
Action
Write
- Workflow
  Required
- Phone Number
  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
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
Delivery Status
Triggers when the delivery status of a message is updated.
Trigger
Instant
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Message Sent
Triggers when a new message is sent.
Trigger
Instant
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- Phone Number
  Required
- Group Name
  Required
Action
Write
- Phone Number
  Required
- Group Name
  Required
Action
Write
- Message
  Required
- Link
  Required
- Phone Number
Action
Write

About Mobile Text Alerts

Mobile Text Alerts allows you send mass SMS text messages to your group.

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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

Zapier Forms

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Related Zap Templates

Add new Redtail CRM contacts to a Mobile Text Alerts group as subscribers

Create Mobile Text Alerts subscribers for new Redtail CRM activities