Redtail CRM + The Customer Factor
Create new prospects in The Customer Factor from newly created contacts in Redtail CRM
Easily keep track of new contacts in Redtail CRM by creating prospects in The Customer Factor with this workflow. Whenever a contact is created in Redtail CRM, a prospect will be created in The Customer Factor, ensuring your customer information stays up-to-date and organized. Streamline your sales process and improve lead management with this efficient automation.
Easily keep track of new contacts in Redtail CRM by creating prospects in The Customer Factor with this workflow. Whenever a contact is created in Redtail CRM, a prospect will be created in The Customer Factor, ensuring your customer information stays up-to-date and organized. Streamline your sales process and improve lead management with this efficient automation.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Prospect
This action will create the prospect in The Customer Factor
- Free forever for core features
- 14 day trial for premium features & apps
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
