LeadOwl + Redtail CRM

Create LeadOwl leads from new Redtail CRM contacts

Easily keep your sales pipeline organized and updated with this Redtail CRM and LeadOwl workflow. When a new contact is created in Redtail CRM, a lead will be instantly added to LeadOwl. Streamline your sales process, save time, and ensure all future leads are effortlessly captured in one place.

Easily keep your sales pipeline organized and updated with this Redtail CRM and LeadOwl workflow. When a new contact is created in Redtail CRM, a lead will be instantly added to LeadOwl. Streamline your sales process, save time, and ensure all future leads are effortlessly captured in one place.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    LeadOwlLeadOwl
    Create Lead

    Triggers when authorizing LeadOwl.

    ActionWrite
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Supported triggers and actions

leadowl logo
leadowl logo

About LeadOwl

LeadOwl is a smart phone & web app that allows you and your team to connect funnels, get reminders, and follow up with prospects instantly.

Related categories

  • CRM (Customer Relationship Management)

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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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier