Redtail CRM + Wishpond

Create Wishpond leads from new Redtail CRM contacts

Effortlessly maintain your sales pipeline with this Redtail CRM and Wishpond automation. When a new contact is created in Redtail CRM, this workflow instantly generates a lead in Wishpond, ensuring your marketing strategy stays up-to-date with the latest contact information. Say goodbye to manual data entry errors and save valuable time by seamlessly connecting your Redtail CRM contacts and Wishpond leads.

Effortlessly maintain your sales pipeline with this Redtail CRM and Wishpond automation. When a new contact is created in Redtail CRM, this workflow instantly generates a lead in Wishpond, ensuring your marketing strategy stays up-to-date with the latest contact information. Say goodbye to manual data entry errors and save valuable time by seamlessly connecting your Redtail CRM contacts and Wishpond leads.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    WishpondWishpond
    Create Lead

    Creates a new lead.

    ActionWrite
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Supported triggers and actions

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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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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wishpond logo

About Wishpond

Wishpond is a lead generation and marketing automation platform that helps customers to manage and nurture their leads.

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  • Website Builders

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