Redtail CRM + Wodify Core
Create and update Wodify Core. clients from new Redtail CRM contacts
Effortlessly maintain accurate client records across your Redtail CRM and Wodify Core. platforms with this seamless workflow. Once a new contact is created in Redtail CRM, this automation will add or update the corresponding client information in Wodify Core., ensuring consistency in your contact management without any manual intervention. Say goodbye to duplicate entries and outdated data, and enhance your business efficiency today.
Effortlessly maintain accurate client records across your Redtail CRM and Wodify Core. platforms with this seamless workflow. Once a new contact is created in Redtail CRM, this automation will add or update the corresponding client information in Wodify Core., ensuring consistency in your contact management without any manual intervention. Say goodbye to duplicate entries and outdated data, and enhance your business efficiency today.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Add/Update Client
Adds or updates a client.
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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.
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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.
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