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SMS by Zapier + Facebook Lead Ads + Redtail CRM Integrations

How to connect SMS by Zapier + Facebook Lead Ads + Redtail CRM

Zapier lets you send info between SMS by Zapier and Facebook Lead Ads and Redtail CRM automatically—no code required. With 6,000+ supported apps, the possibilities are endless.

Choose a Trigger
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Choose an Action
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Do even more with SMS by Zapier + Facebook Lead Ads + Redtail CRM

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with SMS by Zapier, Facebook Lead Ads, and Redtail CRM. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?
    • Send V 2 Copy

    • From Number

    • MessageRequired

    Action
    Write
  • 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

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How SMS by Zapier + Facebook Lead Ads + Redtail CRM Integrations Work

  1. Step 1: Authenticate SMS by Zapier, Facebook Lead Ads, and Redtail CRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
sms logo
sms logo

About SMS by Zapier

Using our built-in number, you can send a limited number of SMS / text messages. This is great for reminders!
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Related categories

  • Phone & SMS
  • Zapier
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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.

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