Redtail CRM

Redtail CRM + Wufoo Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Redtail CRM and Wufoo, with as many as 19 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Redtail CRM + Wufoo and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Activity

Triggers when a new activity is created.

Create New Activity

Creates a new activity.

New Contact

Triggers when a new contact is created.

Create New Contact

Creates a new contact.

New Entry

Triggers when someone fills out your form.

Create Entry

Creates a new entry in Wufoo for a form and data you select.

New Field

Triggers when a new field is added to a form.

Create New Opportunity

Creates a new opportunity.

New Entry (webhook)

Triggers when someone fills out your form instantly using webhooks (but you will need to create the webhooks manually).

Create Entry (Legacy)

Creates a new entry in Wufoo for a form and data you select (except not files).

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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.

Wufoo is an easy way to create and manage HTML forms.

See Wufoo Integrations