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Buying Buddy + Redtail CRM

Create leads in Buying Buddy from new contacts in Redtail CRM

Effortlessly manage your leads and contacts with this Redtail CRM and Buying Buddy automation. When a new contact is created in Redtail CRM, a new lead will be added to your Buying Buddy account. Save time and ensure consistency by seamlessly transferring information between the two platforms, making lead management more efficient and effective.

Effortlessly manage your leads and contacts with this Redtail CRM and Buying Buddy automation. When a new contact is created in Redtail CRM, a new lead will be added to your Buying Buddy account. Save time and ensure consistency by seamlessly transferring information between the two platforms, making lead management more efficient and effective.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    Buying BuddyBuying Buddy
    Create New Lead

    Create a new lead in your Buying Buddy account.

    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
  • Redtail CRM triggers, actions, and search

    Activity Deleted

    Triggers when an activity is deleted in your database.

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

    Contact Created

    Triggers when a new contact is created in your database.

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

    Contact Updated

    Triggers when an existing contact is updated in your database.

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

    Opportunity Deleted

    Triggers when an opportunity is deleted in your database.

    Trigger
    Instant
    Try It
buying-buddy logo

About Buying Buddy

Buying Buddy is a real estate sales and marketing solution with IDX, lead capture and CRM for Agents and Teams.

Related categories

  • Contact Management
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.
Learn moreHelp

Related categories

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