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Redtail CRM + Wodify Core

Create contacts in Redtail CRM to add or update leads in Wodify Core

Effortlessly keep your leads up-to-date with this convenient workflow. When a new contact is created in Redtail CRM, their information will be seamlessly added or updated as a lead in your Wodify Core app. Say goodbye to manual entry and hello to an organized, efficient lead management system.

Effortlessly keep your leads up-to-date with this convenient workflow. When a new contact is created in Redtail CRM, their information will be seamlessly added or updated as a lead in your Wodify Core app. Say goodbye to manual entry and hello to an organized, efficient lead management system.

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

    Triggers when a new contact is created 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
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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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