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Redtail CRM + WooSender

Update WooSender contacts when Redtail CRM contacts are changed

Effortlessly maintain up-to-date contact lists with this smooth workflow connecting Redtail CRM and WooSender. When you modify a contact in Redtail CRM, the related contact details in WooSender are updated simultaneously, ensuring accurate and consistent information across both platforms. This automation not only conserves time but also fosters organized and effective communication with your clients.

Effortlessly maintain up-to-date contact lists with this smooth workflow connecting Redtail CRM and WooSender. When you modify a contact in Redtail CRM, the related contact details in WooSender are updated simultaneously, ensuring accurate and consistent information across both platforms. This automation not only conserves time but also fosters organized and effective communication with your clients.

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

    Triggers when an existing contact is updated in your database.

    TriggerInstant
  2. automatically do this!
    WooSenderWooSender
    Create or Update Contact

    Create a new contact or updates an existing contact based on email address

    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)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About WooSender

WooSender is a communication tool that helps you start, converse, and book more appointments on autopilot for your business through SMS, email, live chat, phone calls, and more.

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