Redtail CRM + REsimpli 3.0

Create leads in REsimpli 3.0 from newly created contacts in Redtail CRM

Effortlessly grow your business by automating your lead management process with this Redtail CRM and REsimpli 3.0 integration. When a new contact is created in Redtail CRM, this workflow will automatically create a lead in REsimpli 3.0, saving you time and ensuring consistency in managing your leads. Stay organized and focused on closing deals while this seamless integration handles the details for you.

Effortlessly grow your business by automating your lead management process with this Redtail CRM and REsimpli 3.0 integration. When a new contact is created in Redtail CRM, this workflow will automatically create a lead in REsimpli 3.0, saving you time and ensuring consistency in managing your leads. Stay organized and focused on closing deals while this seamless integration handles the details for you.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    REsimpli 3.0REsimpli 3.0
    Create Lead

    Creates a new lead in CRM.

    ActionWrite
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Supported triggers and actions

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)

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resimpli-1 logo
resimpli-1 logo

About REsimpli 3.0

REsimpli is simple real estate investment software that requires NO customization. It empowers you with real-time data to help you make better decisions which means higher net profit.

Related categories

  • CRM (Customer Relationship Management)

Similar apps

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