Redtail CRM + Sendmsg (שלח מסר)

Create Sendmsg (שלח מסר) subscribers from new Redtail CRM contacts

Easily keep your Redtail CRM contacts in sync with your Sendmsg subscribers using this workflow. When a new contact is created in Redtail CRM, this automation will add them as a subscriber in the Sendmsg app, saving you time and ensuring consistent communication. Maintain up-to-date contact lists without manual effort and stay connected with your audience.

When this happens...
Contact Created
Triggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Add New Subscriber
Add new subscriber to you Sendmsg's account.
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
New Subscriber Registered by Sign-Up Form
Triggers when a new subscriber is signing up via Sendmsg form.
Trigger
Polling
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Unsubscribe
Triggers when a subscriber is unsubscribing himself from Sendmsg.
Trigger
Polling
Try It
Add Subscriber to Mailing List
Add a subscriber to any of your mailing list in Sendmsg's account.
Action
Write
Update Subscriber's Details
Update details of existing subscriber in your Sendmsg's account.
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
Try It
Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
Try It
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
- Choose a Mailing ListRequired
Trigger
Polling
Try It
Subscriber Registered by Sign-Up Form
Triggers when a subscriber is signing up via Sendmsg form.
Trigger
Polling
Try It
Add New Subscriber
Add new subscriber to you Sendmsg's account.
Action
Write
Remove Subscriber From Mailing List
Remove subscriber from one of your sendmsg's mailing list. this action will not remove the subscriber from the account, just from the mailing list.
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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