Redtail CRM + Woodpecker.co

Pause Woodpecker.co follow-ups when Redtail CRM contacts are updated

Keep your follow-ups in check with this efficient workflow that connects Redtail CRM and Woodpecker.co. When a contact is updated in Redtail CRM, this automation will halt any ongoing follow-ups for that contact in Woodpecker.co. Stay organized and ensure your communications remain relevant and timely by streamlining your follow-up process with this seamless integration.

When this happens...
Contact Updated
Triggers when an existing contact is updated in your database.
TriggerInstant
automatically do this!
Stop Follow-Ups
Stop follow-ups planned for this prospect.
ActionWrite

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Supported triggers and actions

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 NameRequired
- Last NameRequired
- 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

- IDRequired
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- IDRequired
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
Email Sent
Triggers when Woodpecker sends an email to prospect from campaign.
Trigger
Instant
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Follow-Up After Autoreply
Triggers when you set a date for resuming follow-ups after you got an autoreply from a prospect.
Trigger
Instant
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Prospect Autoreplied
Triggers when you get an autoresponder from a prospect, or when you manually mark a prospect as AUTOREPLIED.
Trigger
Instant
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Prospect Bounced
Triggers when a prospect’s email address bounces your message and the prospect status gets changed to BOUNCED in Woodpecker.
Trigger
Instant
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Prospect Invalid
Triggers when a prospect’s email address doesn't exist on an external server. This check happens when Woodpecker tries to send an email to this prospect. Status is changed to INVALID in Woodpecker.
Trigger
Instant
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Prospect Nonresponsive
Triggers when a prospect's status is changed to NONRESPONSIVE
Trigger
Instant
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Prospect Opt Out
Triggers when prospect unsubscribes from your emails or is marked as OPT-OUT manually.
Trigger
Instant
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Prospect Saved
Triggers when a Woodpecker prospect is created or updated.
Trigger
Instant
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Manual Task Created
Triggers when a manual task of any type is created.
Trigger
Instant
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Manual Task Ignored
Triggers when a manual task is marked as ignored.
Trigger
Instant
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- EmailRequired
- LinkedIn URL
- Prospect's Status
- Update Existing Record
- First Name
- Last Name
- Company
- Website
- Tags
- Title
- Phone
- Address
- City
- State
- Country
- Industry
- Snippet 1
- Snippet 2
- Snippet 3
- Snippet 4
- Snippet 5
- Snippet 6
- Snippet 7
- Snippet 8
- Snippet 9
- Snippet 10
- Snippet 11
- Snippet 12
- Snippet 13
- Snippet 14
- Snippet 15
Action
Write
- Prospect IDRequired
Action
Write
- Email AddressRequired
Action
Search

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
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Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
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- SubjectRequired
- Start DateRequired
- End DateRequired
- All DayRequired
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- NameRequired
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- IDRequired
- 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
Campaign Completed
Triggers when a Woodpecker campaign status changes to COMPLETED.
Trigger
Instant
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Email Opened
Triggers when a prospect opens your email.
Trigger
Instant
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Link Clicked
Triggers when a prospect clicks on a link in your email.
Trigger
Instant
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Prospect Blacklisted
Triggers when a prospect status is changed to BLACKLISTED manually or when prospect unsubscribes from Woodpecker.
Trigger
Instant
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Prospect Interested
Triggers when a prospect is marked as INTERESTED.
Trigger
Instant
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Prospect Maybe Later
Triggers when a prospect's interest level is marked as MAYBE LATER.
Trigger
Instant
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Prospect Not Interested
Triggers when a prospect is marked as NOT INTERESTED.
Trigger
Instant
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Prospect Replied
Triggers when a prospect replies to your email or is manually marked as REPLIED in Woodpecker.
Trigger
Instant
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Secondary Reply
Triggers when a secondary reply is found by Woodpecker.
Trigger
Instant
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Manual Task Done
Triggers when a manual task is marked as done.
Trigger
Instant
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- CampaignRequired
- EmailRequired
- Update Existing Record
- Force changes
- Prospect's Status
- Prospect's Interest Level
- Contact no earlier than
- First Name
- Last Name
- LinkedIn URL
- Company Name
- Website
- Tags
- Title
- Phone
- Address
- City
- State
- Country
- Industry
- Snippet 1
- Snippet 2
- Snippet 3
- Snippet 4
- Snippet 5
- Snippet 6
- Snippet 7
- Snippet 8
- Snippet 9
- Snippet 10
- Snippet 11
- Snippet 12
- Snippet 13
- Snippet 14
- Snippet 15
Action
Write
- DomainRequired
Action
Write
- EmailRequired
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.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Woodpecker.co

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.

Learn more

Related categories

Drip Emails

Related Zap Templates

Update Woodpecker.co prospects when Redtail CRM contacts are updated

Halt follow-ups in Woodpecker.co when new activities are created in Redtail CRM

Create and update Woodpecker.co prospects from new Redtail CRM contacts

Redtail CRM + Woodpecker.co

Pause Woodpecker.co follow-ups when Redtail CRM contacts are updated

Activity Created

Activity Updated

Contact Deleted

Opportunity Created

Opportunity Updated

Workflow Step Task Completed

Create Contact

Update Activity

Update Opportunity

Email Sent

Follow-Up After Autoreply

Prospect Autoreplied

Prospect Bounced

Prospect Invalid

Prospect Nonresponsive

Prospect Opt Out

Prospect Saved

Manual Task Created

Manual Task Ignored

Create/Update Prospect

Get Prospect Responses

Find Prospect Email

Activity Deleted

Contact Created

Contact Updated

Opportunity Deleted

Workflow Step Completed

Create Activity

Create Opportunity

Update Contact

Campaign Completed

Email Opened

Link Clicked

Prospect Blacklisted

Prospect Interested

Prospect Maybe Later

Prospect Not Interested

Prospect Replied

Secondary Reply

Manual Task Done

Create/Update Prospect in Campaign

Blacklist Domain

Stop Follow-Ups

About Redtail CRM

Related categories

Similar apps

Zapier Interfaces

About Woodpecker.co

Related categories

Related Zap Templates

Related Zap Templates