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AgentFire + Redtail CRM

Create AgentFire leads from new Redtail CRM activities

Effortlessly streamline your lead management process with this Redtail CRM to AgentFire workflow. Whenever a new activity is created in Redtail CRM, this automation will instantly create a new lead in AgentFire, keeping your database up-to-date and your team focused on building strong relationships with potential clients. Save time and maintain consistency across platforms with this efficient solution.

Effortlessly streamline your lead management process with this Redtail CRM to AgentFire workflow. Whenever a new activity is created in Redtail CRM, this automation will instantly create a new lead in AgentFire, keeping your database up-to-date and your team focused on building strong relationships with potential clients. Save time and maintain consistency across platforms with this efficient solution.

  1. When this happens...
    Redtail CRMRedtail CRM
    Activity Created

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    AgentFireAgentFire
    Create New Lead

    Send new lead to AgentFire Lead Manager

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Redtail CRM triggers, actions, and search

    Activity Created

    Triggers when a new activity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Updated

    Triggers when an activity is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Deleted

    Triggers when a new contact is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
    Try It
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About AgentFire

AgentFire is a revolutionary real estate website and marketing platform that helps agents maximize digital opportunities.
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Related categories

  • Marketing Automation

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redtailcrm logo
redtailcrm logo

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.

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

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