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Redtail CRM + TextMagic SMS

Create TextMagic SMS contacts from new Redtail CRM contact creations

Stay connected with new contacts by integrating Redtail CRM with TextMagic SMS. This workflow creates a new contact in TextMagic SMS whenever a contact is created in Redtail CRM, ensuring an efficient communication process to keep your contacts up-to-date. Enhance your customer relationship management and streamline your messaging efforts with this seamless automation.

Stay connected with new contacts by integrating Redtail CRM with TextMagic SMS. This workflow creates a new contact in TextMagic SMS whenever a contact is created in Redtail CRM, ensuring an efficient communication process to keep your contacts up-to-date. Enhance your customer relationship management and streamline your messaging efforts with this seamless automation.

  1. When this happens...
    Redtail CRMRedtail CRM
    Contact Created

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    TextMagic SMSTextMagic SMS
    Create Contact

    Creates a new contact (or optionally edits an existing one).

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Redtail CRM triggers, actions, and search

    Activity Created

    Triggers when a new activity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Updated

    Triggers when an activity is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Deleted

    Triggers when a new contact is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Deleted

    Triggers when an activity is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Created

    Triggers when a new contact is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Updated

    Triggers when an existing contact is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Deleted

    Triggers when an opportunity is deleted in your database.

    Trigger
    Instant
    Try It
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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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About TextMagic SMS

TextMagic is a business text-messaging service for sending notifications, alerts, reminders, confirmations and SMS marketing campaigns.

Related categories