Redtail CRM + Textellent

Redtail CRM + Textellent integrations

Create Textellent contacts for new Redtail CRM activities

Effortlessly maintain communication with your clients when using Redtail CRM and Textellent together. With this workflow, whenever a new activity is created in Redtail CRM, a contact will be created in Textellent, keeping your contact lists up-to-date and ensuring seamless communication for your business. Streamline your client management and save time with this efficient automation.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Create ContactCreates a contact in Textellent
ActionWrite

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More things you can do with Redtail CRM and Textellent

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

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
Phone Number Added to DNT
Triggers when a new phone number is added to the Do Not Text (DNT) list.
Trigger
Instant
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Tag Disassociated From Contact
Triggers when a tag is disassociate from a contact.
Trigger
Instant
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Outgoing Message Delivery Status
Triggers when an outgoing message delivery status received by textellent.
Trigger
Instant
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- Partner Client Code
- Phone Numbers
Action
Write
- Source
- External Id
  Required
- Partner Client Code
Action
Write
- Contact First Name
  Required
- Contact Last Name
- Phone Number
  Required
- Home Phone Number
- Work Phone Number
- Alternate Phone Number
- Email
- Office Id
- Tags
- Tag Assignment Date
- Partner Client Code
- Custom Fields
Action
Write
- Partner Client Code
- Contact Id
  Required
Action
Write
- Partner Client Code
- Ext Id
- Phone Number
- Email
Action
Write
- Message Text
  Required
- From Number
  Required
- To Number
  Required
- Media File Ids
- Media File URLs
- Partner Client Code
Action
Write
- Contact First Name
- Contact Last Name
- Phone Number
- Home Phone Number
- Work Phone Number
- Alternate Phone Number
- Contact Tags
- Office Id
- Partner Client Code
- Contact Id
  Required
- Custom Fields
Action
Write
- Partner Client Code
- Ext Id
- Phone Numbers
Action
Search

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
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
New Contact Created
Triggers when a new contact is created.
Trigger
Instant
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Tag Associated to Contact
Triggers when tag is associated with a contact.
Trigger
Instant
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Incoming Message
Triggers when an Incoming message callback request.
Trigger
Instant
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Phone Number Added to Wrong Number
Triggers when a phone number is added to wrong numbers list.
Trigger
Instant
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- Customer Name
  Required
- Phone Number
  Required
- Tag Name
  Required
- Assignment Date
- Partner Client Code
Action
Write
- Customer First Name
- Customer Last Name
- Customer Email
- Phone Number
- Start Date Time
- End Date Time
- Service Name
- Time Zone
- Notes
- Status
- Source
- External Id
  Required
- Partner Client Code
- Provider Name
Action
Write
- Tag Name
  Required
- Partner Client Code
- Sign Up Keyword
- Short Code Keyword
- Send Confirmation Text
- Confirmation Text
- Send From
Action
Write
- Partner Client Code
- Tag Id
  Required
Action
Write
- Partner Client Code
- Tag Name
  Required
- Phone Numbers
  Required
Action
Write
- Customer First Name
- Customer Last Name
- Customer Email
- Phone Number
- Start Date Time
- End Date Time
- Service Name
- Notes
- Status
- Time Zone
- External Id
  Required
- Source
- Partner Client Code
- Provider Name
Action
Write
- Tag Name
  Required
- Tag Id
  Required
- Partner Client Code
- Sign Up Keyword
- Short Code Keyword
- Send Confirmation Text
- Confirmation Text
- Send From
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)

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About Textellent

Textellent engages and keeps customers through text messaging for marketing, sales as well as customer service.

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Related categories

Marketing

Related Zap Templates

Create new Textellent contacts when Redtail CRM contacts are added

Related Zap Templates

Create new Textellent contacts when Redtail CRM contacts are added