Elements Financial Advisor Tools + Redtail CRM
Add new Elements prospects as contacts in Redtail CRM
Finding it tedious to manually add new prospects from Elements to Redtail CRM? This integration is designed specifically for financial advisors, automatically adding new Elements prospects as contacts in Redtail CRM. Focus on nurturing client relationships while enjoying a streamlined process for managing your leads.
Finding it tedious to manually add new prospects from Elements to Redtail CRM? This integration is designed specifically for financial advisors, automatically adding new Elements prospects as contacts in Redtail CRM. Focus on nurturing client relationships while enjoying a streamlined process for managing your leads.
- When this happens...New Prospect
Triggers when a new prospect is added to Elements.
- automatically do this!Create Contact
Creates a new contact in your database.
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New Prospect
Triggers when a new prospect is added to Elements.
Try ItActivity 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 It
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
