Redtail CRM + Solargraf
Create new leads in Solargraf when contacts are created in Redtail CRM
Streamline your lead generation process by connecting Redtail CRM and Solargraf. When a new contact is created in Redtail CRM, this workflow will automatically create a lead in Solargraf. Save time and stay organized by ensuring your sales and project management teams have the most up-to-date information at all times.
Streamline your lead generation process by connecting Redtail CRM and Solargraf. When a new contact is created in Redtail CRM, this workflow will automatically create a lead in Solargraf. Save time and stay organized by ensuring your sales and project management teams have the most up-to-date information at all times.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Lead
Creates a Lead in SolarGraf
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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
