AgencyZoom + Redtail CRM
Update Redtail CRM contacts and create personal leads in AgencyZoom
Keep your Redtail CRM and AgencyZoom apps updated and in sync with this seamless workflow. When a contact is updated in Redtail CRM, this automation will create a new personal lead in AgencyZoom, ensuring your lead management remains accurate and up-to-date. Streamline your sales processes and stay organized with this efficient integration.
Keep your Redtail CRM and AgencyZoom apps updated and in sync with this seamless workflow. When a contact is updated in Redtail CRM, this automation will create a new personal lead in AgencyZoom, ensuring your lead management remains accurate and up-to-date. Streamline your sales processes and stay organized with this efficient integration.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Create Personal Lead
Triggers when a new Lead is added.
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Activity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try ItContact Deleted
Triggers when a new contact is deleted in your database.
Try ItOpportunity Created
Triggers when a new opportunity is created in your database.
Try It
Activity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try ItContact Updated
Triggers when an existing contact is updated in your database.
Try ItOpportunity Deleted
Triggers when an opportunity is deleted in your database.
Try It
