Redtail CRM + SlickText

Add new Redtail CRM activities to SlickText as opt-in contacts

Effortlessly manage your contacts with this Redtail CRM and SlickText workflow. Whenever a new activity is created in Redtail CRM, the contact will be opted into your SlickText list, ensuring seamless communication and organization. Stay on top of your customer relationship management with this powerful automation.

Effortlessly manage your contacts with this Redtail CRM and SlickText workflow. Whenever a new activity is created in Redtail CRM, the contact will be opted into your SlickText list, ensuring seamless communication and organization. Stay on top of your customer relationship management with this powerful automation.

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

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    SlickTextSlickText
    Opt in Contact

    Opts a new contact into one of your text messaging lists. Each person will have to reply "YES" or "Y" to a confirmation text that is sent to them before completing their subscription.

    ActionWrite
Start free with email
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
  • 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
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)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About SlickText

SlickText provides businesses and organizations with SMS marketing and mass text messaging solutions.

Related categories

  • Phone & SMS