Redtail CRM + The Customer Factor

Create prospects in The Customer Factor from new activities in Redtail CRM

Effortlessly stay on top of your sales pipeline by connecting Redtail CRM with The Customer Factor. With this workflow, every time a new activity is created in Redtail CRM, a prospect is instantly added to The Customer Factor. This seamless automation saves you time and ensures no potential leads slip through the cracks, helping you to maintain an efficient sales process.

Effortlessly stay on top of your sales pipeline by connecting Redtail CRM with The Customer Factor. With this workflow, every time a new activity is created in Redtail CRM, a prospect is instantly added to The Customer Factor. This seamless automation saves you time and ensures no potential leads slip through the cracks, helping you to maintain an efficient sales process.

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

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    The Customer FactorThe Customer Factor
    Create Prospect

    This action will create the prospect in The Customer Factor

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

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
the-customer-factor logo
the-customer-factor logo

About The Customer Factor

The Customer Factor is a software where users can register, store their contacts, their appointments, invoices, etc.,
Learn more

Related categories

  • Databases