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.
- When this happens...New Lead (For Your Account)
Triggers when a new lead has been created for your own account.
- automatically do this!Create Contact
Creates a new contact in your database.
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New Lead (For Your Account)
Triggers when a new lead has been created for your own account.
Try ItNew 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.
Try ItActivity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try It
New Lead (For Your Group)
Triggers when a new lead has been created for your group (or department), within the organization.
Try ItActivity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try ItContact Deleted
Triggers when a new contact is deleted in your database.
Try It