Clientjoy + Redtail CRM
Create leads in Clientjoy from new contacts in Redtail CRM
Effortlessly streamline the process of adding new contacts to Redtail CRM and creating leads in Clientjoy with this seamless workflow. Once set up, each time a new contact is created in Redtail CRM, a lead will be generated in Clientjoy, helping you stay organized and save time. Enhance productivity and ensure consistent lead management across your CRM and Clientjoy.
Effortlessly streamline the process of adding new contacts to Redtail CRM and creating leads in Clientjoy with this seamless workflow. Once set up, each time a new contact is created in Redtail CRM, a lead will be generated in Clientjoy, helping you stay organized and save time. Enhance productivity and ensure consistent lead management across your CRM and Clientjoy.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Lead
Create a new Lead in your Clientjoy's Sales Pipeline.
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- 14 day trial for premium features & apps
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
