DropFunnels + Redtail CRM

Create new DropFunnels leads from newly created Redtail CRM activities

Effortlessly stay on top of your leads with this Redtail CRM and DropFunnels integration. Whenever a new activity is created in Redtail CRM, a lead will be instantly generated in DropFunnels. Streamline your lead management process and ensure no opportunities are missed with this seamless workflow.

Effortlessly stay on top of your leads with this Redtail CRM and DropFunnels integration. Whenever a new activity is created in Redtail CRM, a lead will be instantly generated in DropFunnels. Streamline your lead management process and ensure no opportunities are missed with this seamless workflow.

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

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    DropFunnelsDropFunnels
    Create Lead

    Triggers when a new lead is added.

    ActionWrite
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Supported triggers and actions

dropfunnels logo
dropfunnels logo

About DropFunnels

DropFunnels application allows an authenticated user to transfer their data regarding leads, memberships, and orders from DropFunnels to any other platform.

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  • Website Builders

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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.
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Related categories

  • CRM (Customer Relationship Management)

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