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Microsoft Dynamics 365 CRM + Redtail CRM

Microsoft Dynamics 365 CRM + Redtail CRM

Microsoft Dynamics 365 CRM + Redtail CRM integrations

Create leads in Microsoft Dynamics 365 CRM from new activities in Redtail CRM

Efficiently manage new activities in Redtail CRM and seamlessly generate leads in Microsoft Dynamics 365 CRM with this streamlined workflow. Once activated, it springs into action when an activity is created in Redtail CRM, instantly producing a corresponding lead in Microsoft Dynamics 365 CRM. This reliable automation ensures consistency across your CRM platforms while saving valuable time.

  1. When this happens...
    Activity Created
    Activity Created
    Activity CreatedTriggers when a new activity is created in your database.
  2. automatically do this!
    Create Lead
    Create Lead
    Create LeadCreates a new lead.
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More things you can do with Redtail CRM and Microsoft Dynamics 365 CRM

Discover other triggers and actions you can use with Redtail CRM and Microsoft Dynamics 365 CRM

  • 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
  • Redtail CRM triggers, actions, and search
    Activity Deleted

    Triggers when an activity is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search
    Contact Created

    Triggers when a new contact is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search
    Contact Updated

    Triggers when an existing contact is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search
    Opportunity Deleted

    Triggers when an opportunity is deleted in your database.

    Trigger
    Instant
    Try It
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About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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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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