Mobilo Card + Redtail CRM

Create new Redtail CRM contacts from new leads in Mobilo Card

This workflow efficiently translates new leads from the Mobilo Card app into contact entries in Redtail CRM. This seamless integration ensures that all valuable client contact information in your account is promptly mirrored in your CRM, ensuring you don't miss out on any potential clientele. It allows you to streamline your lead management process, making sure that each new lead is quickly converted into an opportunity.

This workflow efficiently translates new leads from the Mobilo Card app into contact entries in Redtail CRM. This seamless integration ensures that all valuable client contact information in your account is promptly mirrored in your CRM, ensuring you don't miss out on any potential clientele. It allows you to streamline your lead management process, making sure that each new lead is quickly converted into an opportunity.

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

    Triggers when a new lead has been created for your own account.

    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