Redtail CRM SMS Integration
Yes - Mobile Message does integrate with Redtail CRM!
Contact Created can trigger Create Contact or Send SMS in Mobile Message, while Activity Created can notify a client that an agreed action has been recorded. Workflow Step Completed can send a progress message, and Contact Updated can keep a Mobile Message contact current. If a client texts back, Inbound SMS Received can run Redtail’s Create Activity action for staff follow-up.
The connection suits practices that manage contacts, opportunities and activities in Redtail but use SMS for direct communication. Redtail remains the CRM record, while Mobile Message handles text delivery and contact operations. Zapier lets you choose the event, fields and message for each one-directional automation.
A Zapier account and subscription is required for this integration.
Please view Zapier's pricing page for further information.
What you can automate
Connect Redtail CRM and Mobile Message through Zapier and these run on their own, with no code and no developer.
Bulk SMS at 1.6¢ per SMS
Exceptional SMS pricing starting at just 1.6¢ per message with your first purchase, offering great value without compromising on quality.
100% Direct Delivery - Guaranteed
We don't route your messages offshore, like some bulk SMS providers. We deliver 100% of messages directly to Australian mobile carriers, for the fastest, most reliable delivery.
FREE Dedicated Number
Get a dedicated vitrual number to send and receive SMS messages, at no extra cost! Perfect for two-way SMS messaging.
Everything Redtail CRM supports on Zapier
Any of these can start or complete an SMS automation with Mobile Message.
Triggers 12
- Activity Created — Triggers when a new activity is created in your database.
- Activity Deleted — Triggers when an activity is deleted in your database.
- Activity Updated — Triggers when an activity is updated in your database.
- Contact Created — Triggers when a new contact is created in your database.
- Contact Deleted — Triggers when a new contact is deleted in your database.
- Contact Updated — Triggers when an existing contact is updated in your database.
- Opportunity Created — Triggers when a new opportunity is created in your database.
- Opportunity Deleted — Triggers when an opportunity is deleted in your database.
Show all 12 triggers
- Opportunity Updated — Triggers when an opportunity is updated in your database.
- Workflow Step Completed — Triggers when a Workflow Step is completed in your database .
- Workflow Step Task Completed — Triggers when a Workflow Step Task is completed in your database.
- Note Created — Triggers when a new note is created, optionally filtered by the type of record it's linked to.
Actions 6
- Create Activity — Creates a new activity in your database.
- Create Contact — Creates a new contact in your database.
- Create Opportunity — Creates a new opportunity in your database.
- Update Activity — Updates and existing activity in your database.
- Update Contact — Updates an existing contact in your database.
- Update Opportunity — Updates an existing opportunity in your database.
Everything Your Integration Needs
Easy-to-Use Integration
Our SMS platform is simple to integrate with your existing application.
Custom Sender IDs
Personalise your messages with a branded sender name, improving trust and engagement with your audience.
Real-Time Delivery Receipts
Track your message statuses in real time, ensuring complete transparency and campaign effectiveness.
Inbound SMS Handling
Receive replies and incoming messages directly into your app for seamless two-way communication.
Redtail CRM + SMS: common questions
Can Redtail CRM text a client after a workflow step?
Yes. Workflow Step Completed can trigger Mobile Message’s Send SMS action through Zapier. The message can use the client and workflow information available from Redtail.
Can a client SMS become a Redtail activity?
Yes. Mobile Message’s Inbound SMS Received trigger can run Redtail CRM’s Create Activity action. This can place the response into the CRM workflow for a team member to review.
What do I need to connect Redtail CRM and Mobile Message?
Use accounts with Redtail CRM, Mobile Message and Zapier. Select a Redtail event or inbound SMS trigger, choose the matching action, map the fields and test the Zap. The setup is no-code, but both app accounts are required.
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Learn MoreReady to Try Mobile Message?
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