Redtail CRM + Trengo

Update contacts in Redtail CRM and send whatsapp message templates in Trengo

Stay up-to-date with your Redtail CRM contacts and efficiently communicate with them by employing this automation workflow. Whenever a contact is updated in Redtail CRM, this workflow sends a WhatsApp message template through Trengo, ensuring you can swiftly reach out and maintain seamless communication. Save time and improve your client interactions with this streamlined process.

When this happens...
Contact Updated
Triggers when an existing contact is updated in your database.
TriggerInstant
automatically do this!
Send a WhatsApp Message Template
This action will send a WhatsApp message template to a phone number
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
Try It
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
Ticket Label Added
Triggers when a label is added to a conversation.
Trigger
Instant
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New Outbound Message
Triggers when an outbound message is created.
Trigger
Instant
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Phone Call Missed
Triggers when a phone call is missed.
Trigger
Instant
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- Name
- Email
- Phone
Action
Write
- Channel IDRequired
- Contact IdentifierRequired
- Contact Name
- MessageRequired
- Email Subject
Action
Write
- Webhook URLRequired
- Contact typeRequired
- Contact name
Action
Write
- Term
- Name
- Email
- Phone
Action
Search or write

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
Try It
Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
Try It
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
New Inbound Message
Triggers when an inbound message is created.
Trigger
Instant
Try It
New Internal Note
Triggers when an internal note is created.
Trigger
Instant
Try It
Phone Call Ended
Triggers when a phone call has ended.
Trigger
Instant
Try It
Phone Call Started
Triggers when a phone call has started.
Trigger
Instant
Try It
- Channel IDRequired
- PhoneRequired
- DirectionRequired
- Contact name
- Note
- Duration
- Recording URL
Action
Write
- WhatsApp Message Template IDRequired
- Recipient Phone numberRequired
- Dynamic Content
Action
Write
- Term
Action
Search

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

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

About Trengo

Trengo is a team collaboration tool to manage conversations from channels such as web chat, email and WhatsApp via one inbox.

Related categories

Customer Support

Redtail CRM + Trengo

Update contacts in Redtail CRM and send whatsapp message templates in Trengo

Supported triggers and actions

Activity Created

Activity Updated

Contact Deleted

Opportunity Created

Opportunity Updated

Workflow Step Task Completed

Create Contact

Update Activity

Update Opportunity

Ticket Label Added

New Outbound Message

Phone Call Missed

Create a Contact

Send a Message

Trigger Journey

Find or create contact

Activity Deleted

Contact Created

Contact Updated

Opportunity Deleted

Workflow Step Completed

Create Activity

Create Opportunity

Update Contact

New Inbound Message

New Internal Note

Phone Call Ended

Phone Call Started

Log a Voice Call

Send a WhatsApp Message Template

Find a Contact

About Redtail CRM

Related categories

Similar apps

Zapier Interfaces

About Trengo

Related categories