Redtail CRM + Wodify Core

Redtail CRM + Wodify Core integrations

Update Wodify Core. leads when Redtail CRM contacts are updated

Keep your Redtail CRM contacts and Wodify Core. leads up to date with this seamless workflow. When a contact is updated in Redtail CRM, this automation will add or update the corresponding lead in Wodify Core., ensuring that your contact information is always accurate across both platforms. Spend less time managing data and more focus on building relationships.

When this happens...
Contact UpdatedTriggers when an existing contact is updated in your database.
TriggerInstant
automatically do this!
Add/Update LeadAdds or updates a lead.
ActionWrite

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More things you can do with Redtail CRM and Wodify Core

Discover other triggers and actions you can use with Redtail CRM and Wodify Core

Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
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Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
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Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
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Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
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Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
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Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write

- ID
  Required
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- ID
  Required
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
Client Sign In
Triggers when a client signs in to a class.
Trigger
Instant
Try It
- New, Updated or Both
  Required
Trigger
Instant
Try It
- Add, Update, or Both
  Required
Action
Write
- Client Email
  Required
- Tag Name
  Required
Action
Write
- Tag Name
  Required
- Email
- Mobile Phone
Action
Write

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
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Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
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Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
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Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
Try It
Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
Try It
- Subject
  Required
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- ID
  Required
- First Name
- Last Name
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
Action
Write
- Tag Added, Removed or Both
  Required
Trigger
Instant
Try It
- Tag Added, Removed or Both
  Required
Trigger
Instant
Try It
- New, Updated or Both
  Required
Trigger
Instant
Try It
- Add, Update or Both
  Required
Action
Write
- Client Email
  Required
- Tag Name
  Required
Action
Write
- Tag Name
  Required
- Email
- Mobile Phone
Action
Write

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.

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About Wodify Core

Wodify Core is a powerful all-in-one fitness management platform built to streamline operations, elevate member engagement, and drive studio growth.