Mobiz SMS + Redtail CRM

Mobiz SMS + Redtail CRM integrations

Update Redtail CRM contacts and create new ones in Mobiz SMS automatically

Effortlessly keep your Redtail CRM contacts up to date with your Mobiz SMS list using this efficient workflow. When a contact is updated in Redtail CRM, it ensures the creation of a new contact within the Mobiz SMS app, helping you maintain well-organized marketing campaigns and communication strategies. Save time and enhance your contact management with this smart automation.

When this happens...
Contact UpdatedTriggers when an existing contact is updated in your database.
TriggerInstant
automatically do this!
Create ContactCreates a contact. "** You are required to have the correct SMS contact permissions for these contacts. Depending on your account settings within the Mobiz app, an SMS may be sent to these contacts that are synced. Should you require more information, please contact the Mobiz support team **".
ActionWrite

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More things you can do with Redtail CRM and Mobiz SMS

Discover other triggers and actions you can use with Redtail CRM and Mobiz 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.
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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.
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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
Contact Created or Updated
Triggers when a new contact is created or updated.
Trigger
Polling
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- Contact phone
- Contact email
- List
Action
Write
- Contact phone
- Contact email
- Contact id
Action
Write
Update Contact
Updates a contact
Action
Write

Activity Deleted
Triggers when an activity is deleted in your database.
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Instant
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Contact Created
Triggers when a new contact is created in your database.
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Instant
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Contact Updated
Triggers when an existing contact is updated in your database.
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Instant
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Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
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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
Contact Created
Triggers when a new contact is created.
Trigger
Polling
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Contact Unsubscribed
Triggers when a contact has been unsubscribed.
Trigger
Polling
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- Phone
- List
Action
Write
- Contact email
- Contact phone
Action
Write

About Mobiz SMS

Mobiz is a service that enables a business owner or marketer to create personalised SMS campaigns with a personalised and feature-rich landing page.

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Related categories

Communication

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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Related Zap Templates

Create Mobiz SMS contacts from new Redtail CRM contacts

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Create Mobiz SMS contacts from new Redtail CRM contacts