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.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create New Lead
Create a new lead in your Buying Buddy account.
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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