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Facebook Lead Ads + Redtail CRM

Create opportunities in Redtail CRM for new leads from Facebook Lead Ads

Make the most of your Facebook Lead Ads with this convenient workflow. When a new lead comes in via Facebook Lead Ads, it immediately creates an opportunity in Redtail CRM, ensuring you never miss a chance to connect with potential customers. This seamless integration keeps your sales pipeline updated in real-time, saving time and enhancing productivity.

Make the most of your Facebook Lead Ads with this convenient workflow. When a new lead comes in via Facebook Lead Ads, it immediately creates an opportunity in Redtail CRM, ensuring you never miss a chance to connect with potential customers. This seamless integration keeps your sales pipeline updated in real-time, saving time and enhancing productivity.

  1. When this happens...
    Facebook Lead AdsFacebook Lead Ads
    New Lead

    Triggers when a new lead is created.

    TriggerInstant
  2. automatically do this!
    Redtail CRMRedtail CRM
    Create Opportunity

    Creates a new opportunity in your database.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • PageRequired

    • Form

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Deleted

    Triggers when an activity is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Created

    Triggers when a new contact is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Updated

    Triggers when an existing contact is updated in your database.

    Trigger
    Instant
    Try It
facebook-lead-ads logo
facebook-lead-ads logo

About Facebook Lead Ads

Facebook lead ads make signing up for business information easy for people and more valuable for businesses. The Facebook lead ad app is useful for marketers who want to automate actions on their leads.
Learn moreHelp

Related categories

  • Ads & Conversion

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About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for todayā€™s financial professional. Packed with powerful features for activity management, office automation, and more.

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