Convoso + Redtail CRM
Create Convoso leads from new Redtail CRM activities
Easily streamline your sales process by automating lead creation in Convoso when there's a new activity in Redtail CRM. This workflow helps you maintain a consistent pipeline, reduces manual data entry, and ensures your sales team can act promptly on potential leads without having to switch between platforms. Stay organized and efficient with this seamless integration between Redtail CRM and Convoso.
Easily streamline your sales process by automating lead creation in Convoso when there's a new activity in Redtail CRM. This workflow helps you maintain a consistent pipeline, reduces manual data entry, and ensures your sales team can act promptly on potential leads without having to switch between platforms. Stay organized and efficient with this seamless integration between Redtail CRM and Convoso.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Lead: Insert
This is to create a new lead in convoso
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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
