NextAgency + Redtail CRM
Create new leads in NextAgency from newly created activities in Redtail CRM
Efficiently manage your sales process with this powerful automation that seamlessly connects Redtail CRM and NextAgency. When a new activity is created in Redtail CRM, a corresponding lead will be instantly added to NextAgency, helping you stay organized and on top of potential business opportunities. Save time and ensure accurate data transfers between platforms by streamlining your lead management system with this simple and effective workflow.
Efficiently manage your sales process with this powerful automation that seamlessly connects Redtail CRM and NextAgency. When a new activity is created in Redtail CRM, a corresponding lead will be instantly added to NextAgency, helping you stay organized and on top of potential business opportunities. Save time and ensure accurate data transfers between platforms by streamlining your lead management system with this simple and effective workflow.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Lead
will create lead in NextAgency.
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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
