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LeadSquared + Redtail CRM

Create or update LeadSquared leads when new Redtail CRM contacts are created

Effortlessly keep your LeadSquared leads up to date with new contacts from Redtail CRM. With this workflow, whenever a contact is created in Redtail CRM, the lead information is added or updated in LeadSquared. This process ensures seamless lead management, saving you time and manual effort.

Effortlessly keep your LeadSquared leads up to date with new contacts from Redtail CRM. With this workflow, whenever a contact is created in Redtail CRM, the lead information is added or updated in LeadSquared. This process ensures seamless lead management, saving you time and manual effort.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    LeadSquaredLeadSquared
    Create or Update Lead

    Create a new lead or update an existing contact based on email address.

    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
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  • 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
leadsquared logo
leadsquared logo

About LeadSquared

LeadSquared is a marketing automation and CRM solution that helps small to medium-sized businesses drive revenue by aligning their marketing and sales activities. Some key features include: Lead Capture Automation, Landing Pages, Email and Drip Campaigns, Lead & List Management, Tasks & Reminders, API & Connectors and Marketing, Sales and Revenue Analytics.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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redtailcrm logo
redtailcrm logo

About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.

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