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Quotient + Redtail CRM

Create leads in Quotient when new contacts are created in Redtail CRM

Effortlessly streamline your lead generation process with this Redtail CRM and Quotient automation. When a new contact is created in Redtail CRM, a corresponding lead will be generated in Quotient, ensuring that your sales team can efficiently follow up on potential clients. Say goodbye to manually transferring contact information and keep your focus on closing deals.

Effortlessly streamline your lead generation process with this Redtail CRM and Quotient automation. When a new contact is created in Redtail CRM, a corresponding lead will be generated in Quotient, ensuring that your sales team can efficiently follow up on potential clients. Say goodbye to manually transferring contact information and keep your focus on closing deals.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    QuotientQuotient
    Create Lead

    Creates a new Lead.

    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
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  • Redtail CRM triggers, actions, and search

    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
    Try It
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About Quotient

Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ultimately accept your offer.

Related categories

  • Proposal & Invoice Management
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.

Related categories

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