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Redtail CRM + Speak2Leads

Create Speak2Leads calls for new Redtail CRM contacts

Create new contacts in Redtail CRM and seamlessly follow up with a call using Speak2Leads. With this automation, whenever you add a new contact in Redtail CRM, a call will be created in Speak2Leads, helping you reach out to your leads faster and more efficiently. Save time and strengthen your lead follow-up process with this straightforward workflow.

Create new contacts in Redtail CRM and seamlessly follow up with a call using Speak2Leads. With this automation, whenever you add a new contact in Redtail CRM, a call will be created in Speak2Leads, helping you reach out to your leads faster and more efficiently. Save time and strengthen your lead follow-up process with this straightforward workflow.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    Speak2LeadsSpeak2Leads
    Create Call

    Creates a new call.

    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 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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Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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speak2leads logo

About Speak2Leads

Speak2Leads converts your new inbound leads into phone calls to your reps to help them respond quickly and persistently and make more sales.

Related categories