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NextAgency + Redtail CRM

Create NextAgency leads from new Redtail CRM contacts

Effortlessly maintain your sales pipeline with this efficient workflow. When a new contact is added to your Redtail CRM, this automation instantly creates a lead in NextAgency, reducing manual data entry and ensuring no potential customers go unnoticed. Stay organized and focus on growing your business with this seamless integration between Redtail CRM and NextAgency.

Effortlessly maintain your sales pipeline with this efficient workflow. When a new contact is added to your Redtail CRM, this automation instantly creates a lead in NextAgency, reducing manual data entry and ensuring no potential customers go unnoticed. Stay organized and focus on growing your business with this seamless integration between Redtail CRM and NextAgency.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    NextAgencyNextAgency
    Create Lead

    will create lead in NextAgency.

    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
  • 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 NextAgency

NextAgency is an insurance agency management software and CRM that helps producers save time, money and clients.
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Related categories

  • CRM (Customer Relationship Management)

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