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Redtail CRM + SendMe

Create or update SendMe contacts when new activities are created in Redtail CRM

Effortlessly manage your contacts between Redtail CRM and SendMe with this seamless workflow. When a new activity is created in Redtail CRM, this automation will create or update the corresponding contact in SendMe. Stay organized and improve your communication by ensuring your contacts are always up-to-date across both platforms.

Effortlessly manage your contacts between Redtail CRM and SendMe with this seamless workflow. When a new activity is created in Redtail CRM, this automation will create or update the corresponding contact in SendMe. Stay organized and improve your communication by ensuring your contacts are always up-to-date across both platforms.

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

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    SendMeSendMe
    Create or Update Contact

    Create or Update contact in Sendme

    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
    Try It
  • 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
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
    Try It
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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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
sendme logo
sendme logo

About SendMe

Sendme is a service for sending SMS automatically

Related categories