Redtail CRM + WordPress
Create WordPress users from newly created Redtail CRM contacts
Effortlessly streamline your customer management by setting up this automation to create new WordPress users whenever a contact is added to your Redtail CRM. With this workflow, you can ensure that your contacts are seamlessly transferred to your WordPress site without any manual intervention. Save time, reduce errors, and keep your customer information consistent across both platforms with this easy-to-implement solution.
Effortlessly streamline your customer management by setting up this automation to create new WordPress users whenever a contact is added to your Redtail CRM. With this workflow, you can ensure that your contacts are seamlessly transferred to your WordPress site without any manual intervention. Save time, reduce errors, and keep your customer information consistent across both platforms with this easy-to-implement solution.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create User
Triggers when a new user is created.
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Activity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try ItContact Deleted
Triggers when a new contact is deleted in your database.
Try ItOpportunity Created
Triggers when a new opportunity is created in your database.
Try It
Activity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try ItContact Updated
Triggers when an existing contact is updated in your database.
Try ItOpportunity Deleted
Triggers when an opportunity is deleted in your database.
Try It
