FreedomSoft + Redtail CRM

FreedomSoft + Redtail CRM integrations

Create seller leads in FreedomSoft for new Redtail CRM activities

Effortlessly streamline your lead management process with this workflow that connects Redtail CRM and FreedomSoft. Whenever a new activity is created in Redtail CRM, a seller lead is instantly added to your FreedomSoft account. This seamless integration saves time and ensures that every valuable lead is captured and organized for efficient follow-up and conversion.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
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Create Seller LeadFinds a seller lead based on phone number, email, or full name, scoped by lead campaign.
ActionWrite

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More things you can do with Redtail CRM and FreedomSoft

Discover other triggers and actions you can use with Redtail CRM and FreedomSoft

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
New Buyer Lead
Triggers when a new buyer lead is created, including during bulk imports.
Trigger
Instant
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New Seller Lead
Triggers when a new seller lead is created, including during bulk imports.
Trigger
Instant
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Seller Lead Status Updated
Triggers when a seller lead status is updated to a new value, including during bulk status updates.
Trigger
Instant
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Seller Lead Updated
Triggers when a seller lead is updated, including during bulk status updates.
Trigger
Instant
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Create Contact
Creates a new contact.
Action
Write
- Title
  Required
- Description
  Required
- Due Date
  Required
- Due Time
- Lead Type
- Lead Id
- Assign to User
- Create a Reminder?
- Reminder Value
- Reminder Option
Action
Write
- Buyer Lead ID
  Required
Action
Write
- Seller Lead ID
  Required
Action
Write
- Search On
  Required
- Search Value
  Required
Action
Search

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
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
Buyer Lead Status Updated
Triggers when a buyer lead status is updated to a new value, including during bulk status updates.
Trigger
Instant
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New Contact
Triggers when a new contact record is created, including during bulk imports.
Trigger
Instant
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New Task
Triggers when a new task record is created.
Trigger
Instant
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Buyer Lead Updated
Triggers when a buyer lead is updated, including during bulk status updates.
Trigger
Instant
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Create Buyer Lead
Creates a buyer lead, optionally associated with a lead campaign.
Action
Write
Create Seller Lead
Creates a seller lead, optionally associated with a lead campaign.
Action
Write
- Seller Lead ID
  Required
Action
Write
- Seller Lead ID
  Required
Action
Write
- Search On
  Required
- Search Value
  Required
Action
Search

About FreedomSoft

FreedomSoft is an all-in-one lead generation and real-estate automation system.

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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.