Redtail CRM + Well World
Create Well World clients from new Redtail CRM contacts
Effortlessly streamline your client onboarding process with this Redtail CRM and Well World integration. When a new contact is created in Redtail CRM, their information will be instantly registered as a client in the Well World app, saving you time and ensuring a seamless experience for your clients. Enhance your efficiency and maintain accurate client records with this simple yet powerful automation.
Effortlessly streamline your client onboarding process with this Redtail CRM and Well World integration. When a new contact is created in Redtail CRM, their information will be instantly registered as a client in the Well World app, saving you time and ensuring a seamless experience for your clients. Enhance your efficiency and maintain accurate client records with this simple yet powerful automation.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Register Client
Creates a new client.
- Free forever for core features
- 14 day trial for premium features & apps
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
