Mobilo Card + Redtail CRM

Create opportunities in Redtail CRM for new leads in Mobilo Card

Connect Mobilo Card with Redtail CRM easily to streamline your workflows. Whenever you receive a new lead in Mobilo Card, this integration will create an opportunity in Redtail CRM. Enhance your sales process and boost efficiency, wasting no time in turning promising leads into profitable opportunities.

Connect Mobilo Card with Redtail CRM easily to streamline your workflows. Whenever you receive a new lead in Mobilo Card, this integration will create an opportunity in Redtail CRM. Enhance your sales process and boost efficiency, wasting no time in turning promising leads into profitable opportunities.

  1. When this happens...
    Mobilo CardMobilo Card
    New Lead (For Your Organization)

    Triggers when a new lead is created for any employee in your organization. If you just want to set this up for your own account, use the New Lead (for your account) trigger.

    TriggerPolling
  2. automatically do this!
    Redtail CRMRedtail CRM
    Create Opportunity

    Creates a new opportunity in your database.

    ActionWrite
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Supported triggers and actions

mobilo-card logo
mobilo-card logo

About Mobilo Card

The Smart Business Card. Share your contact details with a tap and turn your meetings into leads. The only digital business card with data analytics and link tracking.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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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