Create leads in Wise Agent CRM when new activities are added in Redtail CRM
Effortlessly stay on top of your leads with this efficient CRM workflow. When a new activity is created in Redtail CRM, a lead will be added to Wise Agent CRM, ensuring that you never miss out on potential opportunities. Keep your contact records updated and streamline your sales process with this easy-to-use automation.
Effortlessly stay on top of your leads with this efficient CRM workflow. When a new activity is created in Redtail CRM, a lead will be added to Wise Agent CRM, ensuring that you never miss out on potential opportunities. Keep your contact records updated and streamline your sales process with this easy-to-use automation.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Add Lead
Adds a new 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