Predictive Sales AI + Redtail CRM

Create Predictive Sales AI leads from new Redtail CRM contacts

Easily streamline your sales process with this Redtail CRM and Predictive Sales AI integration. Whenever a new contact is created in Redtail CRM, a lead will be generated in Predictive Sales AI. This automation helps you efficiently manage leads, ensuring you never miss out on potential opportunities to grow your business and boost sales conversions.

Easily streamline your sales process with this Redtail CRM and Predictive Sales AI integration. Whenever a new contact is created in Redtail CRM, a lead will be generated in Predictive Sales AI. This automation helps you efficiently manage leads, ensuring you never miss out on potential opportunities to grow your business and boost sales conversions.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    Predictive Sales AIPredictive Sales AI
    Create Lead

    Creates a lead and pushes the details within the communication portal.

    ActionWrite
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Supported triggers and actions

  • Redtail CRM triggers, actions, and search

    Activity Deleted

    Triggers when an activity is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Created

    Triggers when a new contact is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Updated

    Triggers when an existing contact is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Deleted

    Triggers when an opportunity is deleted in your database.

    Trigger
    Instant
    Try It
predictive-sales-ai logo
predictive-sales-ai logo

About Predictive Sales AI

Predictive Sales AI is a lead generation and communication tool to help contractors generate more leads and sales.

Related categories

  • Marketing Automation

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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