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Real Geeks + Redtail CRM

Create Real Geeks leads from new Redtail CRM activities

Easily track new activities in your Redtail CRM and instantly create leads in Real Geeks with this seamless workflow. Whenever a new activity is created in Redtail CRM, a lead will be generated in Real Geeks, ensuring you never miss an opportunity to connect with potential clients. Save time and stay organized by effortlessly integrating your CRM information with your lead generation platform.

Easily track new activities in your Redtail CRM and instantly create leads in Real Geeks with this seamless workflow. Whenever a new activity is created in Redtail CRM, a lead will be generated in Real Geeks, ensuring you never miss an opportunity to connect with potential clients. Save time and stay organized by effortlessly integrating your CRM information with your lead generation platform.

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

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    Real GeeksReal Geeks
    Create Lead

    Create 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
    Try It
  • 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 Real Geeks

Real Geeks is a real estate sales and marketing solution including all the tools you need - Lead Generation, Cultivation, IDX Website, CRM and marketing services.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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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.

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