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Marketo + Redtail CRM

Create or update Marketo leads when new Redtail CRM activities are created

Effortlessly maintain your lead data in Marketo with this Redtail CRM to Marketo automation. Whenever a new activity is created in Redtail CRM, this workflow will take care of creating or updating the lead in Marketo. Stay organized and ensure your sales and marketing efforts are seamlessly integrated for a more efficient process.

Effortlessly maintain your lead data in Marketo with this Redtail CRM to Marketo automation. Whenever a new activity is created in Redtail CRM, this workflow will take care of creating or updating the lead in Marketo. Stay organized and ensure your sales and marketing efforts are seamlessly integrated for a more efficient process.

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

    Triggers when a new activity is created in your database.

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

    Creates or Updates a lead.

    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
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About Marketo

Marketo's marketing automation software helps marketers engage customers and prospects.
Learn moreHelp

Related categories

  • Marketing Automation

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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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