inMobile - SMS gateway + Redtail CRM

Create or update contacts in inMobile - SMS gateway when new activities are created in Redtail CRM

Effortlessly stay connected with your contacts in Redtail CRM by sending them personalized SMS messages through the inMobile SMS gateway. With this workflow, every time a new activity is created in Redtail CRM, it will also create or update a contact within inMobile, ensuring that your messages are always reaching the right recipients. Save time, reduce manual work, and enhance customer engagement with this seamless automation.

When this happens...
Activity Created
Triggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Create or Update Contact
Creates a new contact or updates an existing contact.
ActionWrite

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Supported triggers and actions

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 NameRequired
- Last NameRequired
- 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

- IDRequired
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- IDRequired
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- ListRequired
- Phone NumberRequired
- Country Code
- First Name
- Last Name
- Email
- Address
- Zip Code
- Company
- Custom1
- Custom2
- Custom3
- Custom4
- Custom5
- Custom6
Action
Write
- ListRequired
- Phone NumberRequired
- Country Code
Action
Write
- SMS templateRequired
- Receiver phone numberRequired
- Country Code
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
Try It
- SubjectRequired
- Start DateRequired
- End DateRequired
- All DayRequired
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- NameRequired
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- IDRequired
- 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
- Phone NumberRequired
- Country Code
- Comment
- Remove From All Lists?Required
Action
Write
- Phone NumberRequired
- Country Code
Action
Write
- Receiver phone numberRequired
- Country Code
- TextRequired
- FromRequired
Action
Write

About inMobile - SMS gateway

inMobile is a powerful SMS gateway. inMobile makes it easy for you to send personalized SMS messages, manage lists and subscribers.

Related categories

Phone & SMS

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 more