Callingly + Redtail CRM
Create Callingly leads for new Redtail CRM activities and initiate calls
Stay on top of your sales leads with this Redtail CRM and Callingly automation. When a new activity is created in Redtail CRM, your Callingly team members will be instantly notified to call the lead. This workflow saves time, streamlines your sales process, and helps your team follow up with leads more efficiently.
Stay on top of your sales leads with this Redtail CRM and Callingly automation. When a new activity is created in Redtail CRM, your Callingly team members will be instantly notified to call the lead. This workflow saves time, streamlines your sales process, and helps your team follow up with leads more efficiently.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Call Lead
Creates or updates a Lead, calls your Team and puts the first to accept through to the Lead's phone number.
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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
