Create prospects in The Customer Factor from new activities in Redtail CRM
Effortlessly stay on top of your sales pipeline by connecting Redtail CRM with The Customer Factor. With this workflow, every time a new activity is created in Redtail CRM, a prospect is instantly added to The Customer Factor. This seamless automation saves you time and ensures no potential leads slip through the cracks, helping you to maintain an efficient sales process.
Effortlessly stay on top of your sales pipeline by connecting Redtail CRM with The Customer Factor. With this workflow, every time a new activity is created in Redtail CRM, a prospect is instantly added to The Customer Factor. This seamless automation saves you time and ensures no potential leads slip through the cracks, helping you to maintain an efficient sales process.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Prospect
This action will create the prospect in The Customer Factor
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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