Mobilo Card + Redtail CRM
Create new Redtail CRM contacts from new Mobilo Card leads for your organization
Boost efficiency in managing your contacts with this workflow. When a new lead is generated in the Mobilo Card app, this process immediately creates a new contact in the Redtail CRM. This ensures every lead from Mobilo Card is meticulously added to your Redtail CRM, saving precious time and eliminating room for manual errors. Stay up-to-date with all your leads and nurture your relationships with precision.
Boost efficiency in managing your contacts with this workflow. When a new lead is generated in the Mobilo Card app, this process immediately creates a new contact in the Redtail CRM. This ensures every lead from Mobilo Card is meticulously added to your Redtail CRM, saving precious time and eliminating room for manual errors. Stay up-to-date with all your leads and nurture your relationships with precision.
- When this happens...New Lead (For Your Organization)
Triggers when a new lead is created for any employee in your organization. If you just want to set this up for your own account, use the New Lead (for your account) trigger.
- automatically do this!Create Contact
Creates a new contact in your database.
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New Lead (For Your Account)
Triggers when a new lead has been created for your own account.
Try ItNew Lead (For Your Organization)
Triggers when a new lead is created for any employee in your organization. If you just want to set this up for your own account, use the New Lead (for your account) trigger.
Try ItActivity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try It
New Lead (For Your Group)
Triggers when a new lead has been created for your group (or department), within the organization.
Try ItActivity 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 It
