QuickDesk + Redtail CRM
Create QuickDesk company leads from new Redtail CRM activities
Effortlessly keep track of new activities in Redtail CRM and convert them into company leads in QuickDesk with this seamless workflow. As soon as an activity is created in Redtail CRM, it will trigger the creation of a company lead in QuickDesk, saving you time and ensuring that no potential lead falls through the cracks. Focus on building relationships and let this automation handle your lead management.
Effortlessly keep track of new activities in Redtail CRM and convert them into company leads in QuickDesk with this seamless workflow. As soon as an activity is created in Redtail CRM, it will trigger the creation of a company lead in QuickDesk, saving you time and ensuring that no potential lead falls through the cracks. Focus on building relationships and let this automation handle your lead management.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Company Lead
Creates a company lead.
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Activity 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 ItOpportunity Created
Triggers when a new opportunity is created in your database.
Try It
Activity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try ItContact Updated
Triggers when an existing contact is updated in your database.
Try ItOpportunity Deleted
Triggers when an opportunity is deleted in your database.
Try It
