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Redtail CRM + WordPress

Create WordPress users when new Redtail CRM activities are created

Efficiently manage your Redtail CRM activities and streamline user creation in WordPress with this workflow. Whenever a new activity is created in Redtail CRM, a user will be automatically added to your WordPress site. Save time and improve your productivity by effortlessly connecting your CRM and website processes.

Efficiently manage your Redtail CRM activities and streamline user creation in WordPress with this workflow. Whenever a new activity is created in Redtail CRM, a user will be automatically added to your WordPress site. Save time and improve your productivity by effortlessly connecting your CRM and website processes.

  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 User

    Triggers when a new user 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