Contractor+ + Redtail CRM
Create Contractor+ leads from new Redtail CRM activities
Easily streamline your lead management process with this Redtail CRM to Contractor+ workflow. When a new activity is created in Redtail CRM, a lead will be generated in Contractor+ for efficient tracking and handling. Save time, stay organized, and ensure your leads get the attention they deserve with this seamless automation.
Easily streamline your lead management process with this Redtail CRM to Contractor+ workflow. When a new activity is created in Redtail CRM, a lead will be generated in Contractor+ for efficient tracking and handling. Save time, stay organized, and ensure your leads get the attention they deserve with this seamless automation.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Lead
Triggers when a new lead is added.
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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
