Redtail CRM + Toky

Create and send text messages in Toky for new activities in Redtail CRM

Stay on top of new activities in your Redtail CRM by sending instant text messages through Toky. With this automation, whenever a new activity is created in Redtail CRM, a text message will be sent via Toky, ensuring you're always in the loop and able to take action in a timely manner. Boost productivity and communication with this seamless workflow.

Stay on top of new activities in your Redtail CRM by sending instant text messages through Toky. With this automation, whenever a new activity is created in Redtail CRM, a text message will be sent via Toky, ensuring you're always in the loop and able to take action in a timely manner. Boost productivity and communication with this seamless workflow.

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

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    TokyToky
    Send Text Message

    Send a Text Message with Toky.

    ActionWrite
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Supported triggers and actions

What does this mean?
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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.
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Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces integrationsZapier Interfaces integrations

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

About Toky

Toky is a cloud telephony service that helps you to start your business call center, make and receive calls, send SMS and much more.
Help

Related categories

  • Phone & SMS