Connect SMS.to and Redtail CRM to Build Intelligent Automations
Enable Integrations or automations with these events of SMS.to and Redtail CRM
Enable Integrations or automations with these events of SMS.to and Redtail CRM
Triggers
New Contact
Triggers when a new contact is created in a list.
New Message Sent
Triggers when a new message is sent using SMS.to.
Actions
Estimate Single SMS
Estimate a Single SMS
Create a Contact
Add a new contact in SMS.to
Send Single SMS
Send SMS to a phone number.
Get Recent Optouts
Get optouts detail that were opted out in last 1hr.
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Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your SMS.to and Redtail CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in SMS.to triggers actions in Redtail CRM (or vice versa).
Absolutely. You can customize how SMS.to data is recorded in Redtail CRM. This includes choosing which data fields go into which fields of Redtail CRM, setting up custom formats, and filtering out unwanted information.
The data sync between SMS.to and Redtail CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between SMS.to and Redtail CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About SMS.to
SMS.To is a powerful platform for sending and receiving SMS messages, enabling businesses to communicate effectively with their customers through text messaging.
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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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