AgentMethods + Redtail CRM
Add contacts and follow-up activities to Redtail from new form submissions in AgentMethods
Streamline the follow up of insurance leads generated via your AgentMethods website and make sure every lead gets acted on. This Zapier integration streamlines the process of adding contacts to your Redtail account, automatically adding a customer from the details in each new form submission to your AgentMethods website.
Streamline the follow up of insurance leads generated via your AgentMethods website and make sure every lead gets acted on. This Zapier integration streamlines the process of adding contacts to your Redtail account, automatically adding a customer from the details in each new form submission to your AgentMethods website.
- When this happens...New Form Submission
Triggers when new Form submitted from AgentMethods Website.
- automatically do this...Create Contact
Creates a new contact in your database.
- then do this!Create Activity
Creates a new activity in your database.
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Filter ActivitiesRequired
Try ItNew Form Submission
Triggers when new Form submitted from AgentMethods Website.
Try ItFirst Name
Last Name
EmailRequired
Phone Number
Tag
Source
Activity Created
Triggers when a new activity is created in your database.
Try It
Fetch Email Send Activities
Triggers when scheduled campaigns are sent out.
Try ItWebsite Visit
Triggers when Users visit the AgentMethods Websites.
Try ItFirst Name
Last Name
EmailRequired
Phone Number
Tag
create contact if it doesn't existRequired
Source
Activity Deleted
Triggers when an activity is deleted in your database.
Try It
