Redtail CRM + Rex
Create new Rex leads from Redtail CRM activities
Effortlessly manage your sales leads with this workflow connecting Redtail CRM and Rex. When a new activity is created in Redtail CRM, a lead is generated in Rex, keeping all your leads organized in one place. This streamlines your sales process, increasing efficiency and boosting productivity.
Effortlessly manage your sales leads with this workflow connecting Redtail CRM and Rex. When a new activity is created in Redtail CRM, a lead is generated in Rex, keeping all your leads organized in one place. This streamlines your sales process, increasing efficiency and boosting productivity.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Lead
Creates a 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
