LeadSimple + Redtail CRM
Create leads in LeadSimple from new Redtail CRM activities
Effortlessly keep track of new activities in Redtail CRM and ensure no potential leads slip through the cracks with this automation. When an activity is created in Redtail CRM, a lead will be generated in LeadSimple, allowing you to efficiently manage your contacts and streamline your sales process. Make the most of your CRM data and stay on top of new opportunities with this seamless workflow.
Effortlessly keep track of new activities in Redtail CRM and ensure no potential leads slip through the cracks with this automation. When an activity is created in Redtail CRM, a lead will be generated in LeadSimple, allowing you to efficiently manage your contacts and streamline your sales process. Make the most of your CRM data and stay on top of new opportunities with this seamless workflow.
- When this happens...Activity Created
Triggers when a new activity 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
