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Redtail CRM + SMSFactor

Create SMSFactor messages from new Redtail CRM activities

Effortlessly stay connected with your clients using this seamless workflow between Redtail CRM and SMSFactor. When a new activity is created in Redtail CRM, a personalized text message will be sent through SMSFactor, ensuring timely updates and fostering strong relationships. Save time while delivering a valuable communication experience to your clients.

Effortlessly stay connected with your clients using this seamless workflow between Redtail CRM and SMSFactor. When a new activity is created in Redtail CRM, a personalized text message will be sent through SMSFactor, ensuring timely updates and fostering strong relationships. Save time while delivering a valuable communication experience to your clients.

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

    Triggers when a new activity 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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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
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