AgentFire + Redtail CRM
Create AgentFire leads from new Redtail CRM contacts
Easily streamline your customer management process with this workflow that connects Redtail CRM and AgentFire. When a new contact is created in Redtail CRM, a new lead will be simultaneously generated in AgentFire. This allows you to efficiently manage your leads and focus on nurturing them to close more deals.
Easily streamline your customer management process with this workflow that connects Redtail CRM and AgentFire. When a new contact is created in Redtail CRM, a new lead will be simultaneously generated in AgentFire. This allows you to efficiently manage your leads and focus on nurturing them to close more deals.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create New Lead
Send new lead to AgentFire Lead Manager
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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
