Redtail CRM + Zoho CRM
Update Redtail CRM contacts and convert to Zoho CRM leads
Keep your sales process organized and efficient by connecting Redtail CRM to Zoho CRM. When a contact is updated in Redtail CRM, this workflow automatically converts the lead in Zoho CRM, ensuring your sales pipeline stays up-to-date. Save time and eliminate manual data entry while maintaining accurate and consistent records across platforms.
Keep your sales process organized and efficient by connecting Redtail CRM to Zoho CRM. When a contact is updated in Redtail CRM, this workflow automatically converts the lead in Zoho CRM, ensuring your sales pipeline stays up-to-date. Save time and eliminate manual data entry while maintaining accurate and consistent records across platforms.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Convert Lead
Convert an existing lead to contact and account
- 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
