Redtail CRM + Solargraf
Create Solargraf leads from new Redtail CRM activities
Streamline your lead generation process with this seamless workflow between Redtail CRM and Solargraf. When a new activity is created in Redtail CRM, a lead will be instantly added to Solargraf, ensuring your sales team is always up-to-date with potential opportunities. This time-saving automation helps you maintain organization and increase efficiency for a faster and smoother sales process.
Streamline your lead generation process with this seamless workflow between Redtail CRM and Solargraf. When a new activity is created in Redtail CRM, a lead will be instantly added to Solargraf, ensuring your sales team is always up-to-date with potential opportunities. This time-saving automation helps you maintain organization and increase efficiency for a faster and smoother sales process.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Lead
Creates a Lead in SolarGraf
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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
