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Redtail CRM + Woodpecker.co

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

Effortlessly manage your prospects by connecting Redtail CRM with Woodpecker.co. This workflow triggers when a new contact is created in Redtail CRM, then creates or updates a prospect in your Woodpecker.co campaign. Improve your sales process by ensuring that your sales team has the most up-to-date prospect information and enhances collaboration across platforms.

Effortlessly manage your prospects by connecting Redtail CRM with Woodpecker.co. This workflow triggers when a new contact is created in Redtail CRM, then creates or updates a prospect in your Woodpecker.co campaign. Improve your sales process by ensuring that your sales team has the most up-to-date prospect information and enhances collaboration across platforms.

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

    Triggers when a new contact is created in your database.

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

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

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