Compass + Redtail CRM
Create new Compass leads from newly created Redtail CRM contacts
Effortlessly grow your leads list in the Compass app whenever a new contact is added in Redtail CRM. This workflow ensures that your Compass and Redtail CRM apps stay seamlessly connected, allowing you to manage leads more efficiently and streamline your sales process. Say goodbye to manual data entry and hello to a smoother, more organized lead management experience.
Effortlessly grow your leads list in the Compass app whenever a new contact is added in Redtail CRM. This workflow ensures that your Compass and Redtail CRM apps stay seamlessly connected, allowing you to manage leads more efficiently and streamline your sales process. Say goodbye to manual data entry and hello to a smoother, more organized lead management experience.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create a New Lead
Create a new lead in your Compass CRM.
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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.
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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
