Genoo + Redtail CRM

Create leads in Genoo from new Redtail CRM activities

Effortlessly streamline your lead management process with this Redtail CRM and Genoo workflow. Whenever a new activity is created in Redtail CRM, a lead will be generated in Genoo, ensuring you stay up-to-date with your prospects and maintain an organized lead database. Save time and enhance your sales strategy with this seamless automation.

Effortlessly streamline your lead management process with this Redtail CRM and Genoo workflow. Whenever a new activity is created in Redtail CRM, a lead will be generated in Genoo, ensuring you stay up-to-date with your prospects and maintain an organized lead database. Save time and enhance your sales strategy with this seamless automation.

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

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    GenooGenoo
    Create Lead

    Add or update Lead Record within your Genoo account.

    ActionWrite
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Supported triggers and actions

genoo logo
genoo logo

About Genoo

Marketing Automation and Online Marketing Tools for small and midsized organizations. Includes comprehensive lead database, activity tracking and scoring, email marketing, and lead nurturing. Also contains integrated CRM for small sales teams.

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