Redtail CRM + WordPress

Create WordPress api requests for new Redtail CRM activities

Easily keep your WordPress website updated with the latest activities from your Redtail CRM by setting up this efficient workflow. Whenever a new activity is created in Redtail CRM, a corresponding API request will be sent to your WordPress site to reflect the update. This automation helps save time and ensures your WordPress content stays current with your CRM data.

Easily keep your WordPress website updated with the latest activities from your Redtail CRM by setting up this efficient workflow. Whenever a new activity is created in Redtail CRM, a corresponding API request will be sent to your WordPress site to reflect the update. This automation helps save time and ensures your WordPress content stays current with your CRM data.

  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
    API Request (Beta)

    This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

    ActionWrite
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Supported triggers and actions

  • Redtail CRM triggers, actions, and search

    Activity Deleted

    Triggers when an activity is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Created

    Triggers when a new contact is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Updated

    Triggers when an existing contact is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Deleted

    Triggers when an opportunity is deleted 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.
Learn more

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

  • Website Builders
  • WordPress

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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