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LeadOwl + Redtail CRM

Create leads in LeadOwl from updated contacts in Redtail CRM

Effortlessly maintain up-to-date leads in LeadOwl with this handy workflow. Once set up, each time a contact is updated in Redtail CRM, a new lead will be created in LeadOwl, ensuring seamless lead management. Focus on closing deals while this automation keeps your lead information current and organized.

Effortlessly maintain up-to-date leads in LeadOwl with this handy workflow. Once set up, each time a contact is updated in Redtail CRM, a new lead will be created in LeadOwl, ensuring seamless lead management. Focus on closing deals while this automation keeps your lead information current and organized.

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

    Triggers when an existing contact is updated in your database.

    TriggerInstant
  2. automatically do this!
    LeadOwlLeadOwl
    Create Lead

    Triggers when authorizing LeadOwl.

    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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About LeadOwl

LeadOwl is a smart phone & web app that allows you and your team to connect funnels, get reminders, and follow up with prospects instantly.
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Related categories

  • CRM (Customer Relationship Management)

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redtailcrm logo

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