Redtail CRM + Surefire Local Platform

Create new Surefire Local Platform leads from Redtail CRM activities

Effortlessly manage leads by connecting Redtail CRM and Surefire Local Platform. With this workflow, whenever a new activity is created in Redtail CRM, a new lead will be generated in the Surefire Local Platform, streamlining your sales process and helping you stay organized. Save time and improve efficiency by automating this process.

Effortlessly manage leads by connecting Redtail CRM and Surefire Local Platform. With this workflow, whenever a new activity is created in Redtail CRM, a new lead will be generated in the Surefire Local Platform, streamlining your sales process and helping you stay organized. Save time and improve efficiency by automating this process.

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

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    Surefire Local PlatformSurefire Local Platform
    Create Lead

    Creates a lead from Zapier

    ActionWrite
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Supported triggers and actions

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
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surefire-local-platform logo

About Surefire Local Platform

All-in-one marketing platform helping local businesses manage their leads, online reviews, business listings ads and local search results all in one place.

Related categories

  • Marketing