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Redtail CRM + Textdrip

Redtail CRM + Textdrip

Redtail CRM + Textdrip integrations

Create contacts and apply drip campaigns in Textdrip for new Redtail CRM contacts

Effortlessly manage your contacts from Redtail CRM and keep them engaged with Textdrip campaigns with this efficient workflow. When a new contact is created in Redtail CRM, this automation will create a corresponding contact in the Textdrip app and enroll them in a drip campaign. Save time and maintain seamless communication by streamlining your contact management and marketing processes.

  1. When this happens...
    Contact Created
    Contact Created
    Contact CreatedTriggers when a new contact is created in your database.
  2. automatically do this!
    Create Contact and Apply Drip Campaign
    Create Contact and Apply Drip Campaign
    Create Contact and Apply Drip CampaignCreates a contact in Textdrip and applies a drip campaign to the contact. Drip Campaign accepts: Drip Campaign ID, Drip Flow ID, Bucket ID
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More things you can do with Redtail CRM and Textdrip

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

  • Redtail CRM triggers, actions, and search
    Activity Created

    Triggers when a new activity is created in your database.

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  • Redtail CRM triggers, actions, and search
    Activity Updated

    Triggers when an activity is updated in your database.

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    Instant
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  • Redtail CRM triggers, actions, and search
    Contact Deleted

    Triggers when a new contact is deleted in your database.

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    Instant
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  • Redtail CRM triggers, actions, and search
    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
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  • Redtail CRM triggers, actions, and search
    Activity Deleted

    Triggers when an activity is deleted in your database.

    Trigger
    Instant
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  • Redtail CRM triggers, actions, and search
    Contact Created

    Triggers when a new contact is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search
    Contact Updated

    Triggers when an existing contact is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search
    Opportunity Deleted

    Triggers when an opportunity is deleted 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 Textdrip
Textdrip is a business sms texting, sends drips, and follows up with leads through fast, reliable SMS workflows that connect Textdrip to any app in Zapier.
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