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IDX Leads + Redtail CRM

Create leads in IDX Leads when new activities are created in Redtail CRM

Easily streamline your lead management process with this Redtail CRM to IDX Leads automation. Whenever a new activity is created in Redtail CRM, a new lead will be added to IDX Leads, ensuring all your potential clients are captured and nurtured efficiently. Save time and improve your sales process with this seamless workflow.

Easily streamline your lead management process with this Redtail CRM to IDX Leads automation. Whenever a new activity is created in Redtail CRM, a new lead will be added to IDX Leads, ensuring all your potential clients are captured and nurtured efficiently. Save time and improve your sales process with this seamless workflow.

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

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    IDX LeadsIDX Leads
    Create Lead

    Creates a new lead in your IDX Broker account.

    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
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idx-leads logo

About IDX Leads

IDX Leads is a system for real estate lead capture. Leverage your MLS/IDX listings to collect qualified leads from high quality traffic.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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redtailcrm logo
redtailcrm logo

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.

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