Redtail CRM + Textellent

Redtail CRM + Textellent integrations

Create new Textellent contacts when Redtail CRM contacts are added

Easily connect Redtail CRM and Textellent to streamline your contact management process. With this workflow, whenever a new contact is created in Redtail CRM, it will automatically be added as a contact in Textellent as well. No more manual data entry! Save time and improve communication with your contacts by integrating these two powerful apps seamlessly.

When this happens...
Contact CreatedTriggers when a new contact 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.
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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
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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Zapier Forms

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

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 Textellent contacts for new Redtail CRM activities

Related Zap Templates

Create Textellent contacts for new Redtail CRM activities