FreedomSoft + Redtail CRM

Create FreedomSoft seller leads from new Redtail CRM contacts

Effortlessly manage your leads with this Redtail CRM and FreedomSoft integration. Whenever a new contact is created in Redtail CRM, a Seller Lead will be added to FreedomSoft, ensuring your sales efforts are streamlined and organized. Stay on top of your prospects and focus on closing deals with this time-saving automation.

Effortlessly manage your leads with this Redtail CRM and FreedomSoft integration. Whenever a new contact is created in Redtail CRM, a Seller Lead will be added to FreedomSoft, ensuring your sales efforts are streamlined and organized. Stay on top of your prospects and focus on closing deals with this time-saving automation.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    FreedomSoftFreedomSoft
    Create Seller Lead

    Finds a seller lead based on phone number, email, or full name, scoped by lead campaign.

    ActionWrite
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Supported triggers and actions

freedomsoft logo
freedomsoft logo

About FreedomSoft

FreedomSoft is an all-in-one lead generation and real-estate automation system.
Learn more

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