LeadSigma + Redtail CRM

Create leads in LeadSigma from newly created activities in Redtail CRM

Effortlessly manage your leads by connecting Redtail CRM to LeadSigma. With this workflow, every time a new activity is created in Redtail CRM, a corresponding lead will be generated in LeadSigma. This seamless integration saves time and ensures that all important information is consistently updated across both platforms.

Effortlessly manage your leads by connecting Redtail CRM to LeadSigma. With this workflow, every time a new activity is created in Redtail CRM, a corresponding lead will be generated in LeadSigma. This seamless integration saves time and ensures that all important information is consistently updated across both platforms.

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

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    LeadSigmaLeadSigma
    Create a Lead

    Creates a lead in LeadSigma

    ActionWrite
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Supported triggers and actions

  • Redtail CRM triggers, actions, and search

    Activity Deleted

    Triggers when an activity is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Created

    Triggers when a new contact is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Updated

    Triggers when an existing contact is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Deleted

    Triggers when an opportunity is deleted in your database.

    Trigger
    Instant
    Try It
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leadsigma logo

About LeadSigma

LeadSigma is a tool that allows you to easily track and follow up with leads.
Learn more

Related categories

  • Sales & CRM
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)

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