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Redtail CRM + SMSFactor

Redtail CRM + SMSFactor

Redtail CRM + SMSFactor integrations

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.

  1. When this happens...
    Contact Created
    Contact Created
    Contact CreatedTriggers when a new contact is created in your database.
  2. automatically do this!
    Send SMS
    Send SMS
    Send SMSSend an SMS to Only One Recipient.
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More things you can do with Redtail CRM and SMSFactor

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

  • Redtail CRM triggers, actions, and search
    Activity Created

    Triggers when a new activity is created in your database.

    Trigger
    Instant
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  • 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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About SMSFactor
SMSFactor is an online platform allowing you to send professional SMS to your clients/patients.
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Related Zap Templates

  • Create SMSFactor messages from new Redtail CRM activities

 

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