Redtail CRM + Slybroadcast

Redtail CRM + Slybroadcast integrations

Launch Slybroadcast audio campaigns for updated Redtail CRM contacts

Keep your marketing campaigns up-to-date with this seamless automation. With this workflow, every time you update a contact in Redtail CRM, an audio-based campaign will be initiated in Slybroadcast using an audio file of your choice. This ensures that your contacts receive your latest promotional materials without any manual intervention, saving you time and effort.

When this happens...
Contact UpdatedTriggers when an existing contact is updated in your database.
TriggerInstant
automatically do this!
Start New Campaign Using an Audio FileSends a slybroadcast voice mail to a person or group of people using an audio file that has need uploaded to your slybroadcast account.
ActionWrite

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More things you can do with Redtail CRM and Slybroadcast

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

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
- Campaign Name
- Destination Number(s)
  Required
- Caller ID
  Required
- Campaign Start Time
  Required
- Send to Mobile Phones Only
  Required
- Audio File Format Type
  Required
- Audio File URL
  Required
- Webhook URL
Action
Write

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
Try It
Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
Try It
Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
Try It
Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
Try It
- 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
- Campaign Name
- Audio File
  Required
- Destination Number(s)
  Required
- Caller ID
  Required
- Campaign Start Time
  Required
- Send to Mobile Phones Only
  Required
- Webhook URL
Action
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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Related categories

CRM (Customer Relationship Management)

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Zapier Forms

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About Slybroadcast

Slybroadcast is an application that allows you to send a voice message directly to the voice-mailboxes of thousands of phones, within minutes.

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Related categories

Phone & SMS