FieldPulse + Redtail CRM
Create new FieldPulse leads from newly created Redtail CRM contacts
Effortlessly manage your leads with this Redtail CRM to FieldPulse automation. Whenever you add a new contact in Redtail CRM, this workflow will create a lead in FieldPulse, saving you time and ensuring all your data is up to date across both platforms. Never miss out on potential clients by seamlessly transferring information between your CRM and field service management tools.
Effortlessly manage your leads with this Redtail CRM to FieldPulse automation. Whenever you add a new contact in Redtail CRM, this workflow will create a lead in FieldPulse, saving you time and ensuring all your data is up to date across both platforms. Never miss out on potential clients by seamlessly transferring information between your CRM and field service management tools.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Lead
Creates a new lead.
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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
