Redtail CRM + Textdrip

Create contacts and apply drip campaigns in Textdrip for new Redtail CRM contacts

Effortlessly manage your contacts from Redtail CRM and keep them engaged with Textdrip campaigns with this efficient workflow. When a new contact is created in Redtail CRM, this automation will create a corresponding contact in the Textdrip app and enroll them in a drip campaign. Save time and maintain seamless communication by streamlining your contact management and marketing processes.

Effortlessly manage your contacts from Redtail CRM and keep them engaged with Textdrip campaigns with this efficient workflow. When a new contact is created in Redtail CRM, this automation will create a corresponding contact in the Textdrip app and enroll them in a drip campaign. Save time and maintain seamless communication by streamlining your contact management and marketing processes.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    TextdripTextdrip
    Create Contact and Apply Drip Campaign

    Creates a contact in Textdrip and applies a drip campaign to the contact.

    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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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)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
textdrip logo
textdrip logo

About Textdrip

Textdrip is an SMS marketing automation tool to streamline your client communication & scale outreach efforts.

Related categories

  • Communication