DropFunnels + Redtail CRM

Create new DropFunnels leads from Redtail CRM contacts

Effortlessly streamline your lead management process with this workflow that connects Redtail CRM to DropFunnels. When a new contact is created in Redtail CRM, a lead will be instantly generated in DropFunnels, ensuring a seamless integration between your CRM and marketing funnel. This automation will save you time and help keep your lead nurturing efforts on track.

Effortlessly streamline your lead management process with this workflow that connects Redtail CRM to DropFunnels. When a new contact is created in Redtail CRM, a lead will be instantly generated in DropFunnels, ensuring a seamless integration between your CRM and marketing funnel. This automation will save you time and help keep your lead nurturing efforts on track.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    DropFunnelsDropFunnels
    Create Lead

    Triggers when a new lead is added.

    ActionWrite
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Supported triggers and actions

dropfunnels logo
dropfunnels logo

About DropFunnels

DropFunnels application allows an authenticated user to transfer their data regarding leads, memberships, and orders from DropFunnels to any other platform.

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redtailcrm logo
redtailcrm logo

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.
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Related categories

  • CRM (Customer Relationship Management)

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