Redtail CRM + Salesmsg

Redtail CRM + Salesmsg integrations

Create or update Salesmsg contacts when new Redtail CRM contacts are added

Effortlessly manage your contacts across Redtail CRM and Salesmsg with this seamless workflow. When a new contact is created in Redtail CRM, this automation will take care of creating or updating the corresponding contact in Salesmsg. Stay organized and maintain consistency across your CRM and messaging platforms, saving you time and reducing the risk of errors.

When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Create or Update ContactCreates a contact. Can be used to update a contact too.
ActionWrite

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More things you can do with Redtail CRM and Salesmsg

Discover other triggers and actions you can use with Redtail CRM and Salesmsg

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
- Phone Number
Trigger
Instant
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New Contact
Triggers when you add a new contact.
Trigger
Instant
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- Phone Number
Trigger
Instant
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Contact Updated
Triggers when a contact has been updated.
Trigger
Instant
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- Phone Number
  Required
- Note Text
  Required
Action
Write
- Send From
  Required
- Send To
  Required
- Message
  Required
- Media URL (MMS Message)
- Apply Tags
Action
Write
- Phone Number or Email Address
  Required
- Tags Name
  Required
Action
Write
- Send From
  Required
- Send To (Phone Number)
  Required
- SMS Text Message
  Required
- Media URL (MMS Message)
- First Name
- Last Name
- Email Address
- Apply Tag
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search by Field
Action
Search

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
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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
New Contact Opted-Out
Triggers when a contact has opted-out.
Trigger
Instant
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- Phone Number
Trigger
Instant
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- Phone Number
Trigger
Instant
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- Tags
  Required
Trigger
Instant
Try It
- Phone Number or Email Address
  Required
- Tag Names
  Required
Action
Write
- Phone Number
  Required
- First name
- Last Name
- Email Address
- Apply Tag
Action
Write
- Phone number
  Required
Action
Write
- Send From
  Required
- Send To (Phone Number)
  Required
- Audio Link
  Required
Action
Write
- Search by Field
  Required
- Apply Tag
- Unsubscribe from
Action
Write
- Search by Field
  Required
Action
Search
- Search by Field
  Required
- Phone Number
  Required
- First Name
- Last Name
- Email Address
- Apply Tag
Action
Search or write

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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CRM (Customer Relationship Management)

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About Salesmsg

Salesmsg is a two-way text messaging software to allows you to send and receive text messages online from real local phone numbers.

Learn moreLearn moreHelpHelp

Related categories

Phone & SMS

Related Zap Templates

Send text messages in Salesmsg when Redtail CRM contacts are updated

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Send text messages in Salesmsg when Redtail CRM contacts are updated