LeadConnector + Redtail CRM
Create new Redtail CRM contacts when lead stages change in LeadConnector
Efficiently manage your lead data across both LeadConnector and Redtail CRM with this streamlined process. When a lead moves to a new stage in your LeadConnector workflow, the corresponding contact also advances in the Redtail CRM. This integration ensures a consistent and updated flow of sales information, enhancing your pipeline data management and sales efficiency.
Efficiently manage your lead data across both LeadConnector and Redtail CRM with this streamlined process. When a lead moves to a new stage in your LeadConnector workflow, the corresponding contact also advances in the Redtail CRM. This integration ensures a consistent and updated flow of sales information, enhancing your pipeline data management and sales efficiency.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Contact
Creates a new contact in your database.
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
Activity Created
Triggers when a new activity is created in your database.
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First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
Workflow IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
Activity Deleted
Triggers when an activity is deleted in your database.
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