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Redtail CRM + SimpleTexting

Update SimpleTexting contacts when Redtail CRM contacts are updated

Keep your contact information up-to-date by connecting Redtail CRM and SimpleTexting with this automation. Whenever a contact is updated in Redtail CRM, the corresponding contact in SimpleTexting will be created or updated, ensuring your text messaging campaigns reach the right audience. Save time managing customer data and stay organized with this seamless workflow.

Keep your contact information up-to-date by connecting Redtail CRM and SimpleTexting with this automation. Whenever a contact is updated in Redtail CRM, the corresponding contact in SimpleTexting will be created or updated, ensuring your text messaging campaigns reach the right audience. Save time managing customer data and stay organized with this seamless workflow.

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

    Triggers when an existing contact is updated in your database.

    TriggerInstant
  2. automatically do this!
    SimpleTextingSimpleTexting
    Create/Update a Contact

    Creates a new or updates an existing contact.

    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
simpletexting logo
simpletexting logo

About SimpleTexting

SimpleTexting is a text messaging platform that helps you reach your customers using one of the most effective channels: their text inbox. Send promotions, alerts, polls or reminders to your entire list in a matter of seconds.

Related categories