Redtail CRM + Voodoo SMS

Redtail CRM + Voodoo SMS integrations

Create sms messages in Voodoo SMS for new activities in Redtail CRM

Stay connected with your clients by instantly sending SMS notifications when new activities are created in your Redtail CRM. With this workflow, each time there's a new activity in Redtail CRM, a text message will be sent via the Voodoo SMS app, ensuring your clients are always informed and engaged. Increase efficiency and maintain great relationships with this seamless automation.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Send SMSSend a single SMS to a single recipient.
ActionWrite

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More things you can do with Redtail CRM and Voodoo SMS

Discover other triggers and actions you can use with Redtail CRM and Voodoo SMS

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
- Keywords
- 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
- Search Instructions
- Name
- Email
- Phone Number
Action
Search
- Search Instructions
- Name
- Email
- Phone Number
- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Keywords
- 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
Search or write
New Contact List
Triggers when a new Contact List is created.
Trigger
Polling
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- To
- From
- Keyword
Trigger
Polling
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- Number
  Required
Action
Write
- Name
  Required
- Number
- Dynamic Data
Action
Write
- Contact List
  Required
- Number
- Dynamic Data
Action
Write

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
- Keywords
- 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
- Search Instructions
- Search Start Date
  Required
- Search End Date
  Required
- Subject
- Contact ID
- Users
Action
Search
- Search Instructions
- Search Start Date
  Required
- Search End Date
  Required
- Subject
  Required
- Contact ID
- Users
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Search or write
New Blacklisted Number
Triggers when a new number is blacklisted.
Trigger
Polling
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- Contact List ID
  Required
Trigger
Polling
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SMS Sent
Triggers when an SMS has been sent.
Trigger
Polling
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- To
  Required
- From
  Required
- Message
  Required
- Country Code
- Reference
Action
Write
- To
  Required
- From
  Required
- Message
  Required
- Country Code
- Reference
Action
Write
- Contact List
  Required
- Number
  Required
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

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About Voodoo SMS

Voodoo SMS is an SMS platform that allows you to send text messages to your customers quickly and easily.

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Related categories

Phone & SMS