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Funil de Vendas + Redtail CRM

Create opportunities in Funil de Vendas for new Redtail CRM contacts

Effortlessly manage your sales pipeline by connecting Redtail CRM to Funil de Vendas with this workflow. Every time a new contact is created in your Redtail CRM, an opportunity will be generated in Funil de Vendas, ensuring you never miss a potential deal and can prioritize your tasks efficiently. This automation helps you save time, minimize manual data entry, and keep your sales process organized.

Effortlessly manage your sales pipeline by connecting Redtail CRM to Funil de Vendas with this workflow. Every time a new contact is created in your Redtail CRM, an opportunity will be generated in Funil de Vendas, ensuring you never miss a potential deal and can prioritize your tasks efficiently. This automation helps you save time, minimize manual data entry, and keep your sales process organized.

  1. When this happens...
    Redtail CRMRedtail CRM
    Contact Created

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    Funil de VendasFunil de Vendas
    Create Opportunity

    Creates an Opportunity

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Redtail CRM triggers, actions, and search

    Activity Created

    Triggers when a new activity is created in your database.

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

    Activity Updated

    Triggers when an activity is updated in your database.

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

    Contact Deleted

    Triggers when a new contact is deleted in your database.

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

    Opportunity Created

    Triggers when a new opportunity is created in your database.

    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
  • Redtail CRM triggers, actions, and search

    Opportunity Deleted

    Triggers when an opportunity is deleted in your database.

    Trigger
    Instant
    Try It
funil-de-vendas logo

About Funil de Vendas

Funil de Vendas helps to manage the whole sales process, from the search for opportunities to the closing of the deals.

Related categories

  • CRM (Customer Relationship Management)

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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.

Related categories

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier