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Redtail CRM + SMSFactor

Create SMSFactor messages for new Redtail CRM contacts

Stay in touch with your new contacts effortlessly using this workflow connecting Redtail CRM and SMSFactor. Whenever you create a new contact in Redtail CRM, it will automatically send an SMS to their phone using SMSFactor. This way, you can engage with your clients right away and keep the communication lines open.

Stay in touch with your new contacts effortlessly using this workflow connecting Redtail CRM and SMSFactor. Whenever you create a new contact in Redtail CRM, it will automatically send an SMS to their phone using SMSFactor. This way, you can engage with your clients right away and keep the communication lines open.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    SMSFactorSMSFactor
    Send SMS

    Send an SMS to Only One Recipient.

    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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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)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
sms-factor logo
sms-factor logo

About SMSFactor

SMSFactor is an online platform allowing you to send professional SMS to your clients/patients.

Related categories