JobProgress + Redtail CRM
Create leads in JobProgress from new Redtail CRM contacts
Effortlessly manage your contacts and leads with this handy automation. When a new contact is created in Redtail CRM, it will also create a lead in JobProgress, saving you time and ensuring your leads are up-to-date across both platforms. Focus on building strong relationships with your clients rather than manually transferring data between systems.
Effortlessly manage your contacts and leads with this handy automation. When a new contact is created in Redtail CRM, it will also create a lead in JobProgress, saving you time and ensuring your leads are up-to-date across both platforms. Focus on building strong relationships with your clients rather than manually transferring data between systems.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Lead
Creates a Lead on the APP
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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
