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LeadSquared + Redtail CRM

Create or update LeadSquared leads for new Redtail CRM activities

Effortlessly keep your sales leads updated with this streamlined workflow. When a new activity is created in Redtail CRM, this automation will automatically create or update a lead in LeadSquared, ensuring that your sales team always has the most accurate and up-to-date information at their fingertips. Enhance your CRM management and never miss an important lead detail again!

Effortlessly keep your sales leads updated with this streamlined workflow. When a new activity is created in Redtail CRM, this automation will automatically create or update a lead in LeadSquared, ensuring that your sales team always has the most accurate and up-to-date information at their fingertips. Enhance your CRM management and never miss an important lead detail again!

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

    Triggers when a new activity 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
    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
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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