Brivity + Redtail CRM
Create Brivity leads from newly created Redtail CRM activities
Efficiently manage your leads by connecting Redtail CRM and Brivity apps with this seamless workflow. Whenever a new activity is created in Redtail CRM, a lead will be generated in Brivity, keeping your client database up-to-date and organized. This automation helps you save time and ensures consistent lead management across both platforms.
Efficiently manage your leads by connecting Redtail CRM and Brivity apps with this seamless workflow. Whenever a new activity is created in Redtail CRM, a lead will be generated in Brivity, keeping your client database up-to-date and organized. This automation helps you save time and ensures consistent lead management across both platforms.
- When this happens...Activity Created
Triggers when a new activity 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
