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Redtail CRM + Wodify Core

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.

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.

  1. When this happens...
    Redtail CRMRedtail CRM
    Contact Updated

    Triggers when an existing contact is updated in your database.

    TriggerInstant
  2. automatically do this!
    Wodify CoreWodify Core
    Add/Update Lead

    Adds or updates a lead.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Redtail CRM triggers, actions, and search

    Activity Created

    Triggers when a new activity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Updated

    Triggers when an activity is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Deleted

    Triggers when a new contact is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
    Try It
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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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wodify logo
wodify logo

About Wodify Core

Wodify Core software helps athletes track performance while allowing box owners to manage memberships, sell gear, and build community in their affiliate box.

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Zapier Interfaces integrationsZapier Interfaces integrations

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