Redtail CRM + Textline
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.
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 Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Send Message
Sends a new message to a contact.
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Activity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try ItContact Deleted
Triggers when a new contact is deleted in your database.
Try ItOpportunity Created
Triggers when a new opportunity is created in your database.
Try It
Activity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try ItContact Updated
Triggers when an existing contact is updated in your database.
Try ItOpportunity Deleted
Triggers when an opportunity is deleted in your database.
Try It
