Genoo + Redtail CRM
Create Genoo leads from new Redtail CRM contacts
Effortlessly manage your leads by connecting Redtail CRM and Genoo. With this workflow, whenever a new contact is created in Redtail CRM, a lead will be generated in Genoo, keeping both platforms up-to-date without any manual intervention. Streamline your sales process and ensure no opportunities are missed, all while saving time and increasing efficiency.
Effortlessly manage your leads by connecting Redtail CRM and Genoo. With this workflow, whenever a new contact is created in Redtail CRM, a lead will be generated in Genoo, keeping both platforms up-to-date without any manual intervention. Streamline your sales process and ensure no opportunities are missed, all while saving time and increasing efficiency.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Lead
Add or update Lead Record within your Genoo account.
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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.
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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
