Create or update iNCOM USA leads when new Redtail CRM activities are created
Efficiently manage your leads by connecting Redtail CRM and iNCOM USA with this streamlined workflow. Whenever a new activity is created in Redtail CRM, a lead will be added or updated in iNCOM USA. Stay organized and never miss out on valuable prospects by ensuring all important information is captured and updated in a seamless process.
Efficiently manage your leads by connecting Redtail CRM and iNCOM USA with this streamlined workflow. Whenever a new activity is created in Redtail CRM, a lead will be added or updated in iNCOM USA. Stay organized and never miss out on valuable prospects by ensuring all important information is captured and updated in a seamless process.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create/Update Lead
Creates a new lead if the contact email is not in the CRM. Updates a contact if it is already in the CRM.
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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