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Redtail CRM + D7 SMS Integrations

How to connect Redtail CRM + D7 SMS

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Supported triggers and actions

What does this mean?

How Redtail CRM + D7 SMS Integrations Work

  1. Step 1: Authenticate Redtail CRM and D7 SMS.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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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 more

Related categories

  • CRM (Customer Relationship Management)
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d7sms logo

About D7 SMS

Use D7 SMS to reach your customers over D7's own connectivity to global mobile networks.

Related categories

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