123FormBuilder + Redtail CRM
Create Redtail CRM contacts from new 123FormBuilder forms
Easily streamline your lead management process with this 123FormBuilder and Redtail CRM workflow. Each time a new form is submitted in 123FormBuilder, a contact will be created in Redtail CRM, ensuring you never miss a potential client or lead. Stay organized and save time by letting this automation handle your new contacts.
Easily streamline your lead management process with this 123FormBuilder and Redtail CRM workflow. Each time a new form is submitted in 123FormBuilder, a contact will be created in Redtail CRM, ensuring you never miss a potential client or lead. Stay organized and save time by letting this automation handle your new contacts.
- When this happens...New Form
Triggers when a new form is added to your account.
- automatically do this!Create Contact
Creates a new contact in your database.
- Free forever for core features
- 14 day trial for premium features & apps
About 123FormBuilder
123FormBuilder is an easy way to create and use free html forms for your website using their online contact form generator!
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Forms & Surveys, WordPressAbout 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.
