Redtail CRM + Textedly

Redtail CRM + Textedly integrations

Create subscribers in Textedly from new Redtail CRM activities

Effortlessly keep your contacts updated in Textedly when there's a new activity in Redtail CRM with this seamless workflow. As soon as an activity is created in Redtail CRM, a new subscriber will be added to Textedly, ensuring you're always connected and ready to communicate instantly. Stay organized and easily maintain a unified contact list across both platforms for enhanced customer engagement.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Add New SubscriberAdds a new Subscriber inside your Textedly account
ActionWrite

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More things you can do with Redtail CRM and Textedly

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

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
New Incoming Reply
Triggers when a new incoming reply comes in from a subscriber.
Trigger
Instant
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- Phone Number
  Required
- Keyword
  Required
- First name
- Last Name
- Email
Action
Write
- Phone
  Required
- Keyword
  Required
- First Name
- Last Name
- Email
- Company Name
- Birth Date
- Ignore empty values
  Required
Action
Write

Activity Deleted
Triggers when an activity is deleted in your database.
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Instant
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Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
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Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
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Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
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Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
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- 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
Subscriber Unsubscribed From Keyword
Triggers when an existing subscriber unsubscribes from a Keyword.
Trigger
Instant
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New Subscriber to Keyword
Triggers when a new phone number subscribes to a Keyword.
Trigger
Instant
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- Phone Number
  Required
- Keyword
  Required
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)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Textedly

Textedly is a SMS and MMS text messaging platform serving thousands of companies. Textedly is the easiest way to instantly send 10 or 100,000 bulk SMS and MMS mobile text messages.

Learn moreLearn moreHelpHelp

Related categories

Phone & SMS

Related Zap Templates

Update Redtail CRM contacts and add new subscribers in Textedly

Related Zap Templates

Update Redtail CRM contacts and add new subscribers in Textedly