Redtail CRM + Textline

Redtail CRM + Textline integrations

Update Redtail CRM contacts and send messages in Textline

Keep your communication with contacts up-to-date by using this automation to send messages in Textline whenever there's a change in Redtail CRM. Once set up, this workflow will be triggered every time a contact is updated in Redtail CRM, and it will send a message in Textline, ensuring your team stays informed and in touch with clients. Say goodbye to manual updates and streamline your customer communication process.

When this happens...
Contact UpdatedTriggers when an existing contact is updated in your database.
TriggerInstant
automatically do this!
Send MessageSends a new message to a contact.
ActionWrite

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More things you can do with Redtail CRM and Textline

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

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
  Required
- Department
  Required
- Message Body
  Required
Action
Write
- Phone Number
  Required
- Department
  Required
- Message Body
  Required
Action
Write
- Agent
  Required
- Make Available
  Required
Action
Write
- Email
  Required
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 Message
Triggers when a contact sends you a new message.
Trigger
Instant
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- Department
  Required
- Title
- Message Body
  Required
- Recipient Group
  Required
- Phone Number(s)
- Tag
- Saved Search
- Scheduled to Send At
Action
Write
- Survey
  Required
- Recipient Group
  Required
- Phone Number(s)
- Tag
- Saved Search
- CSAT Department
- CSAT Agent
Action
Write
- Phone Number
  Required
- Name
- Notes
- Tags
- Tags Handling
Action
Write
- Phone Number
  Required
Action
Search

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

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About Textline

Textline is a text messaging platform for your business. Share one or more phone numbers for receiving, managing, & responding to messages.

Learn moreLearn moreHelpHelp

Related categories

Customer Support

Related Zap Templates

Create or update Textline contacts when new Redtail CRM contacts are added

Create messages in Textline when new activities are logged in Redtail CRM