Aisle Planner + Redtail CRM
Create new Aisle Planner leads from newly created Redtail CRM contacts
Effortlessly streamline your lead management process with this Redtail CRM and Aisle Planner workflow. When a new contact is created in Redtail CRM, a lead will be generated in Aisle Planner simultaneously. This automation ensures your leads are efficiently organized across both platforms, saving you time and minimizing manual data entry.
Effortlessly streamline your lead management process with this Redtail CRM and Aisle Planner workflow. When a new contact is created in Redtail CRM, a lead will be generated in Aisle Planner simultaneously. This automation ensures your leads are efficiently organized across both platforms, saving you time and minimizing manual data entry.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Lead
Creates a new lead.
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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
