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Redtail CRM + Woodpecker.co

Update Woodpecker.co prospects when Redtail CRM contacts are updated

Keep your Redtail CRM contacts and Woodpecker.co prospects up to date with this seamless workflow. When a contact is updated in Redtail CRM, this automation will create or update the corresponding prospect in Woodpecker.co, ensuring that your sales and marketing efforts are always targeting the most recent information. No more manual data entry or syncing needed, stay organized, and focus on what matters most – growing your business.

Keep your Redtail CRM contacts and Woodpecker.co prospects up to date with this seamless workflow. When a contact is updated in Redtail CRM, this automation will create or update the corresponding prospect in Woodpecker.co, ensuring that your sales and marketing efforts are always targeting the most recent information. No more manual data entry or syncing needed, stay organized, and focus on what matters most – growing your business.

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

    Triggers when an existing contact is updated in your database.

    TriggerInstant
  2. automatically do this!
    Woodpecker.coWoodpecker.co
    Create/Update Prospect

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

    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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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.
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Related categories

  • CRM (Customer Relationship Management)

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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.

Related categories