Leap CRM + Redtail CRM

Create leads in Leap CRM from new Redtail CRM activities

Effortlessly manage your sales pipeline by connecting Redtail CRM and Leap CRM. With this automation, whenever a new activity is created in Redtail CRM, a lead will be generated in Leap CRM, ensuring that all your important information is in one place. Keep your sales team informed and streamline your process without any manual work.

Effortlessly manage your sales pipeline by connecting Redtail CRM and Leap CRM. With this automation, whenever a new activity is created in Redtail CRM, a lead will be generated in Leap CRM, ensuring that all your important information is in one place. Keep your sales team informed and streamline your process without any manual work.

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

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    Leap CRMLeap CRM
    Create Lead

    Creates a Lead on the APP

    ActionWrite
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Supported triggers and actions

leap-crm logo
leap-crm logo

About Leap CRM

Leap CRM is a tool for roofers and remodelers to win and manage more jobs. Simplify your workflow with roofing and remodeling contractor software.

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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier