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Podium + Redtail CRM

Create Redtail CRM contacts and send Podium messages with new contact details

Create a seamless workflow between Redtail CRM and Podium with this automation. Whenever a new contact is added to Redtail CRM, a message is instantly sent through Podium, saving you time and ensuring timely communication. Enhance your client engagement and streamline your process with this efficient integration.

Create a seamless workflow between Redtail CRM and Podium with this automation. Whenever a new contact is added to Redtail CRM, a message is instantly sent through Podium, saving you time and ensuring timely communication. Enhance your client engagement and streamline your process with this efficient integration.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    PodiumPodium
    Send Message

    Send a Message.

    ActionWrite
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Supported triggers and actions

What does this mean?
podium logo

About Podium

Podium is a messaging platform that helps you get more reviews, collect payments, send SMS campaigns, and centralize your communications

Related categories

  • Communication
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.

Related categories

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