Create LendingPad leads/loans from new Redtail CRM activities
Simplify your lead and loan creation process with this seamless workflow between Redtail CRM and LendingPad. When a new activity is created in Redtail CRM, a corresponding lead or loan is instantly created in LendingPad, ensuring your team stays organized and up-to-date. Enhance your productivity and focus on growing your business with this efficient automation.
Simplify your lead and loan creation process with this seamless workflow between Redtail CRM and LendingPad. When a new activity is created in Redtail CRM, a corresponding lead or loan is instantly created in LendingPad, ensuring your team stays organized and up-to-date. Enhance your productivity and focus on growing your business with this efficient automation.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create New Lead / Loan
Creates a new lead/loan in LendingPad.
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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