Mobilo Card + Redtail CRM

Create new Redtail CRM contacts from new Mobilo Card leads for your organization

Boost efficiency in managing your contacts with this workflow. When a new lead is generated in the Mobilo Card app, this process immediately creates a new contact in the Redtail CRM. This ensures every lead from Mobilo Card is meticulously added to your Redtail CRM, saving precious time and eliminating room for manual errors. Stay up-to-date with all your leads and nurture your relationships with precision.

Boost efficiency in managing your contacts with this workflow. When a new lead is generated in the Mobilo Card app, this process immediately creates a new contact in the Redtail CRM. This ensures every lead from Mobilo Card is meticulously added to your Redtail CRM, saving precious time and eliminating room for manual errors. Stay up-to-date with all your leads and nurture your relationships with precision.

  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 Contact

    Creates a new contact 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