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Redtail CRM + WordPress

Create WordPress posts from new Redtail CRM activities

Stay on top of your Redtail CRM activities and effortlessly share updates to your WordPress site with this workflow. When a new activity is created in Redtail CRM, a corresponding post will be generated on your WordPress site, allowing you to easily keep your audience informed and engaged without any manual work. Save time and maintain a strong online presence by streamlining your content management process.

Stay on top of your Redtail CRM activities and effortlessly share updates to your WordPress site with this workflow. When a new activity is created in Redtail CRM, a corresponding post will be generated on your WordPress site, allowing you to easily keep your audience informed and engaged without any manual work. Save time and maintain a strong online presence by streamlining your content management process.

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

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    WordPressWordPress
    Create Post

    Triggers when a new post is created.

    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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redtailcrm logo

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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wordpress logo
wordpress logo

About WordPress

WordPress is web software you can use to create a beautiful website or blog. Nearly 20% of the top 10 million websites and over 60 million people have chosen WordPress to power the place on the web they call "home".

Related categories

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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