LMN + Redtail CRM

LMN + Redtail CRM integrations

Create new LMN contacts from Redtail CRM contact creations

Effortlessly keep your contacts organized across platforms with this seamless automation. When a new contact is added in Redtail CRM, this workflow instantly creates a corresponding contact in LMN, ensuring an up-to-date and well-maintained database. No more manual entries or duplicate data – let the automation work for you and save time for more important tasks.

When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Create ContactCreates an LMN contact, including a jobsite address
ActionWrite

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More things you can do with Redtail CRM and LMN

Discover other triggers and actions you can use with Redtail CRM and LMN

Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
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Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
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Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
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Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
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Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
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Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write

- ID
  Required
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- ID
  Required
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
Estimate Created or Updated
Triggers when a new LMN estimate is created, or an existing LMN estimate is updated.
Trigger
Polling
Try It
- LMN Lead ID
  Required
- Communication Type
  Required
- Date
- Task Name
- Due Date
- Status/Progress
- Priority
- Note
- Instructions
- Assignee Email Address
Action
Write
- LMN Lead ID
  Required
- Lead Type
- Lead Name
- First Name
- Last Name
- Lead Address 1
- Lead Address 2
- Lead City
- Lead State
- Lead Zip
- Lead Country
- Referral Source
- Lead Classification
- Tags
- Lead Position
- Lead Email1
- Lead Email2
- Lead Phone1
- Lead Phone2
- Do Not Email
- Do Not Call
- Do Not Mail
- Contact Notes
- LMN Jobsite ID
- Jobsite Name
- Jobsite Address 1
- Jobsite Address 2
- Jobsite City
- Jobsite State
- Jobsite Zip
- Jobsite Country
Action
Write
- LMN Lead ID
- Lead Name
  Required
- Lead First Name
  Required
- Lead Last Name
  Required
- Email Address
- Lead Type
  Required
- Lead Address 1
- Lead Address 2
- Lead City
- Lead State
- Lead Zip
- Lead Country
- Referral Source
- Lead Classification
- Tags
- Lead Position
- Lead Email1
- Lead Email2
- Lead Phone1
- Lead Phone2
- Do Not Email
- Do Not Call
- Do Not Mail
- Contact Notes
- Jobsite Address 1
- Jobsite Address 2
- Jobsite City
- Jobsite State
- Jobsite Zip
- Jobsite Country
Action
Search or write

Activity Deleted
Triggers when an activity is deleted in your database.
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Instant
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Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
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Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
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Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
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Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
Try It
- Subject
  Required
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- ID
  Required
- First Name
- Last Name
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
Action
Write
Task/Note Created or Updated
Triggers when a Communication Note, ToDo, or Customer Request is created or updated in LMN.
Trigger
Polling
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Contact Created or Updated
Triggers when an LMN Contact gets created or their contact information gets updated.
Trigger
Polling
Try It
- Lead Type
  Required
- Lead Name
  Required
- Lead First Name
  Required
- Lead Last Name
  Required
- Lead Address 1
- Lead Address 2
- Lead City
- Lead State
- Lead Zip
- Lead Country
- Referral Source
- Lead Classification
- Tags
- Lead Position
- Lead Email1
- Lead Email2
- Lead Phone1
- Lead Phone2
- Do Not Email
- Do Not Call
- Do Not Mail
- Contact Notes
- Jobsite Address 1
- Jobsite Address 2
- Jobsite City
- Jobsite State
- Jobsite Zip
- Jobsite Country
Action
Write
- LMN Lead ID
- Lead Name
- First Name
- Last Name
- Email Address
Action
Search

About LMN

Landscape Management Network is business management software designed for landscape contractors.

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Related categories

Sales & CRM

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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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