Credit Letters Software + Redtail CRM

Credit Letters Software + Redtail CRM integrations

Create leads in Credit Letters Software for new activities in Redtail CRM

Efficiently manage your leads by connecting Redtail CRM to Credit Letters Software with this automation. Whenever a new activity is created in Redtail CRM, a lead will be generated in Credit Letters Software, streamlining your sales process and ensuring potential clients are promptly attended to. Say goodbye to manual data entry and let this workflow handle lead creation for you.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
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Create LeadFinds a lead based on email.
ActionWrite

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More things you can do with Redtail CRM and Credit Letters Software

Discover other triggers and actions you can use with Redtail CRM and Credit Letters Software

Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
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Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
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Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
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Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
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Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
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Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write

- ID
  Required
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- ID
  Required
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
Delete Lead
Triggers when a lead is deleted.
Trigger
Instant
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New Lead
Triggers when a new lead is created.
Trigger
Instant
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Update Client
Triggers when a client is updated.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Full Name
- Email
  Required
- Phone
  Required
- Date Of Birth
  Required
- Street Number
- Street Name
- State
- City
- Zip
  Required
- SSN
- What Is Your Main Goal
  Required
- Status
  Required
- Document Tracking Number
- Client Portal Access
Action
Write
- Client
  Required
- First Name
  Required
- Last Name
  Required
- Full Name
- Email
  Required
- Phone
  Required
- Date Of Birth
  Required
- Street Number
- Street Name
- State
- City
- Zip
  Required
- SSN
- What Is Your Main Goal
  Required
- Status
  Required
- Document Tracking Number
- Client Portal Access
Action
Write
- Email or Phone
  Required
Action
Search
- Email or Phone
  Required
- First Name
  Required
- Last Name
  Required
- Full Name
- Email
  Required
- Phone
  Required
- Date Of Birth
  Required
- Street Number
- Street Name
- State
- City
- Zip
  Required
- SSN
- What Is Your Main Goal
  Required
- Status
  Required
- Document Tracking Number
- Client Portal Access
Action
Search or write

Activity Deleted
Triggers when an activity is deleted in your database.
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Instant
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Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
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Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
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Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
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Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
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- Subject
  Required
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- ID
  Required
- First Name
- Last Name
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
Action
Write
Client Status Changed
Triggers when a client status is changed.
Trigger
Instant
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New Client
Triggers when a new client is created.
Trigger
Instant
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New Letter Generated
Triggers when a new letter is generated.
Trigger
Instant
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Update Lead
Triggers when a lead is updated.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Phone
  Required
- Date Of Birth
  Required
- What Is Your Main Goal
  Required
- Zip
  Required
- Street Number
- Street Name
- State
- City
- SSN
Action
Write
- Lead
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Phone
  Required
- Date Of Birth
  Required
- What Is Your Main Goal
  Required
- Street Number
  Required
- Street Name
  Required
- Zip
  Required
- State
- City
- SSN
Action
Write
- Email
  Required
Action
Search
- Email
  Required
- First Name
  Required
- Last Name
  Required
- Phone
  Required
- Date Of Birth
  Required
- What Is Your Main Goal
  Required
- Zip
  Required
- Street Number
- Street Name
- State
- City
- SSN
Action
Search or write

About Credit Letters Software

Cloud-based Software and CRM for the Credit Repair Industry. Designed for credit consultants and starting a credit repair business.

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CRM (Customer Relationship 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.