Klenty + Redtail CRM
Create Klenty prospects from new Redtail CRM contacts
Effortlessly keep your sales outreach organized by connecting Redtail CRM and Klenty. With this automation, each time a new contact is created in Redtail CRM, a prospect will be added to Klenty, ensuring your sales team can quickly and easily follow up on potential leads. Stay on top of your contacts and enhance your sales strategy with this seamless workflow.
Effortlessly keep your sales outreach organized by connecting Redtail CRM and Klenty. With this automation, each time a new contact is created in Redtail CRM, a prospect will be added to Klenty, ensuring your sales team can quickly and easily follow up on potential leads. Stay on top of your contacts and enhance your sales strategy with this seamless workflow.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Add Prospect
Creates a Prospect in Klenty.
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Activity 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 ItOpportunity Created
Triggers when a new opportunity is created in your database.
Try It
Activity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try ItContact Updated
Triggers when an existing contact is updated in your database.
Try ItOpportunity Deleted
Triggers when an opportunity is deleted in your database.
Try It
