FreedomSoft + Redtail CRM
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.
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 Created
Triggers when a new activity is created in your database.
- automatically do this!Create Seller Lead
Finds a seller lead based on phone number, email, or full name, scoped by lead campaign.
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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
