Redtail CRM

Redtail CRM + Woodpecker.co Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Redtail CRM and Woodpecker.co, with as many as 42 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Redtail CRM + Woodpecker.co and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
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New Activity

Triggers when a new activity is created.

Create New Activity

Creates a new activity.

New Contact

Triggers when a new contact is created.

Create New Contact

Creates a new contact.

Prospect Interested

Triggers when you mark a prospect who replied as INTERESTED.

Create/Update Prospect in Campaign

Adds a new prospect or updates existing prospect's data in a chosen campaign.

Email Opened

Triggers when a prospect opens your email.

Create/Update Prospect

Adds a new prospect or Updates existing prospect in the list of Prospects.

Prospect Replied

Triggers when a prospect replies to your email or is manually marked as REPLIED in Woodpecker.

Create New Opportunity

Creates a new opportunity.

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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.

Woodpecker.co helps B2B companies directly contact prospective clients by automated sending of personalized sales emails and follow-ups. Send emails and follow-up sequences automatically from your mailbox and have all the replies detected. Grow your business within the Predictable Revenue methodology by Aaron Ross in outbound, and nurture your inbound leads more personally to build valuable B2B relations.

See Woodpecker.co Integrations