CM.com + Redtail CRM

Create and send text messages for new Redtail CRM contacts with CM.com

Effortlessly stay connected with your new contacts in Redtail CRM by sending them a personalized text or push message via CM.com. With this automation, once a contact is created in Redtail CRM, a customized message will be sent through CM.com, making communication efficient and timely. No more manual sending - streamline your outreach and enhance engagement with your contacts right from the start.

Effortlessly stay connected with your new contacts in Redtail CRM by sending them a personalized text or push message via CM.com. With this automation, once a contact is created in Redtail CRM, a customized message will be sent through CM.com, making communication efficient and timely. No more manual sending - streamline your outreach and enhance engagement with your contacts right from the start.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    CM.comCM.com
    Send Text (SMS/Push) Message

    Sends an SMS or Push message to one or multiple people.

    ActionWrite
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Supported triggers and actions

  • 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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cm logo

About CM.com

CM is a mobile messaging, voice, authentication and payment platform that enables you to engage with your target audience by mobile communication.

Related categories

  • Phone & SMS
redtailcrm logo
redtailcrm logo

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

Related categories

  • CRM (Customer Relationship Management)

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