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CampLegal + Redtail CRM

Create leads in CampLegal when new contacts are created in Redtail CRM

Effortlessly manage your leads between Redtail CRM and CampLegal with this seamless workflow. When a new contact is created in Redtail CRM, this automation will generate a lead in CampLegal, ensuring that your sales pipeline remains up-to-date and organized. Save time and stay focused on nurturing your prospects, while reducing manual data entry.

Effortlessly manage your leads between Redtail CRM and CampLegal with this seamless workflow. When a new contact is created in Redtail CRM, this automation will generate a lead in CampLegal, ensuring that your sales pipeline remains up-to-date and organized. Save time and stay focused on nurturing your prospects, while reducing manual data entry.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    CampLegalCampLegal
    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
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  • Redtail CRM triggers, actions, and search

    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
    Try It
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About CampLegal

CampLegal is a practice management software for LawFirms.

Related categories

  • Contact Management
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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.
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