LeadSimple + Redtail CRM
Create leads in LeadSimple from new contacts in Redtail CRM
Effortlessly streamline your sales process by connecting Redtail CRM to LeadSimple. With this workflow, whenever a new contact is created in Redtail CRM, a corresponding lead will be generated in LeadSimple. Save time and maintain consistency across platforms, enabling your sales team to focus on closing deals instead of manual data entry.
Effortlessly streamline your sales process by connecting Redtail CRM to LeadSimple. With this workflow, whenever a new contact is created in Redtail CRM, a corresponding lead will be generated in LeadSimple. Save time and maintain consistency across platforms, enabling your sales team to focus on closing deals instead of manual data entry.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Lead
Creates a Lead in one of your Pipelines. You'll need to specify a Pipeline and a Stage.
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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
