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

nextagency logo
nextagency logo

About NextAgency

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

Related categories

  • CRM (Customer Relationship Management)

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redtailcrm logo
redtailcrm logo

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 more

Related categories

  • CRM (Customer Relationship Management)

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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier