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Mobiz SMS + Redtail CRM

Create Mobiz SMS contacts from new Redtail CRM contacts

Effortlessly keep your contact lists up-to-date with this Redtail CRM and Mobiz SMS integration. Whenever a new contact is created in Redtail CRM, this workflow will automatically add them as a contact in Mobiz SMS. Save time on manual data entry and ensure your SMS campaigns reach all your valuable customers.

Effortlessly keep your contact lists up-to-date with this Redtail CRM and Mobiz SMS integration. Whenever a new contact is created in Redtail CRM, this workflow will automatically add them as a contact in Mobiz SMS. Save time on manual data entry and ensure your SMS campaigns reach all your valuable customers.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    Mobiz SMSMobiz SMS
    Create Contact

    Creates 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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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
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  • 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
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  • Redtail CRM triggers, actions, and search

    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
    Try It
mobiz-sms logo
mobiz-sms logo

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.

Related categories

  • Communication
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.
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