Agency Elephant + Redtail CRM
Create or update Agency Elephant leads when new Redtail CRM activities are created
Effortlessly manage your leads by connecting Redtail CRM to Agency Elephant. With this workflow, whenever an activity is created in Redtail CRM, it will trigger the creation or update of a lead in Agency Elephant, ensuring your lead management is always up-to-date. This seamless integration saves time and reduces manual data entry, allowing you to focus on building stronger connections with your leads.
Effortlessly manage your leads by connecting Redtail CRM to Agency Elephant. With this workflow, whenever an activity is created in Redtail CRM, it will trigger the creation or update of a lead in Agency Elephant, ensuring your lead management is always up-to-date. This seamless integration saves time and reduces manual data entry, allowing you to focus on building stronger connections with your leads.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create or Update Lead
Create a new lead, or updates an existing 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
