LeadOwl + Redtail CRM

Create new LeadOwl leads when Redtail CRM activities are created

Effortlessly manage your sales process with this Redtail CRM and LeadOwl integration. When a new activity is created in Redtail CRM, this workflow will automatically create a lead in LeadOwl, ensuring that your sales team has the latest information at their fingertips. Stay organized and efficient, all without lifting a finger.

Effortlessly manage your sales process with this Redtail CRM and LeadOwl integration. When a new activity is created in Redtail CRM, this workflow will automatically create a lead in LeadOwl, ensuring that your sales team has the latest information at their fingertips. Stay organized and efficient, all without lifting a finger.

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

    Triggers when a new activity 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

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Zapier Interfaces

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