ABC Trainerize + Redtail CRM

ABC Trainerize + Redtail CRM integrations

Create and update Trainerize clients from new Redtail CRM contacts

Effortlessly keep your client information up-to-date with this workflow between Redtail CRM and Trainerize. Whenever a new contact is added in Redtail CRM, their details will be instantly transferred to Trainerize, creating or updating their client profile. Save time and ensure accurate client data in both your CRM and fitness tracking app.

When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Create / Update Client V2Creates a new client or updates an existing one.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Redtail CRM and ABC Trainerize

Discover other triggers and actions you can use with Redtail CRM and ABC Trainerize

Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
Try It
Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
Try It
Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
Try It
Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
Try It
Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
Try It

Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write

- ID
  Required
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- ID
  Required
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
Cardio Completed
Triggers when a cardio is completed.
Trigger
Instant
Try It
Habit Completed
Triggers when a habit is completed.
Trigger
Instant
Try It
- Product
Trigger
Instant
Try It
Product Start
Triggers on the start date of a purchased product.
Trigger
Instant
Try It
- User Tag Filter
Trigger
Instant
Try It
Workout Completed
Triggers when a workout is completed.
Trigger
Instant
Try It
- From
  Required
- To
  Required
Action
Write
- Email
  Required
- Tag
  Required
Action
Write
- Email
  Required
- File
  Required
Action
Write
- Email
  Required
- First Name
- Last Name
- Client Status
- Client Type
  Required
- Sex
- Activity Level
- Country
- City
- Phone
- Skype
- Birthdate
- Trainer
- Add to Group
- Add Custom Client Tag
- Subscribe to Main Program
- Main Program Start Date
Action
Write
- Email
  Required
- Tag
  Required
Action
Write
- Send To
  Required
- Body
  Required
Action
Write
- Select a Main Program
  Required
- Email
  Required
- Start Type
  Required
- Program Start Date
Action
Write
- Email
  Required
- File
  Required
Action
Write

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
Try It
Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
Try It
Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
Try It
Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
Try It
Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
Try It
- Subject
  Required
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- ID
  Required
- First Name
- Last Name
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
Action
Write
- Product
Trigger
Instant
Try It
Daily Nutrition Goal Hit
Triggers when a daily nutrition goal is hit.
Trigger
Instant
Try It
New Client
Triggers when a new client is created.
Trigger
Instant
Try It
- Product
Trigger
Instant
Try It
- User Tag Filter
Trigger
Instant
Try It
Weight Goal Hit
Triggers when a weight goal is hit.
Trigger
Instant
Try It
- Email
  Required
- App Access
- Messaging Permission
Action
Write
- Email
  Required
- Group
  Required
Action
Write
- Email
  Required
- Trainer
  Required
Action
Write
- Select a Master Program
  Required
- Email
  Required
- Starts On
Action
Write
- Email
  Required
Action
Write
- Select Group(s)
  Required
- Email
  Required
Action
Write
- Select Addon Program
  Required
- Email
  Required
- Start Type
  Required
- Program Start Date
Action
Write
- Select Program(s)
  Required
- Email
  Required
Action
Write
- Email
  Required
Action
Search

About ABC Trainerize

ABC Trainerize is a powerful personal training software to grow your business and reach more clients with online personal training, meal planning, in-app communication and workout tracking.

Learn moreLearn moreHelpHelp

Related categories

Fitness

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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

Related Zap Templates

Create and assign tasks in Trainerize from new activities in Redtail CRM

Create and update Trainerize clients when new Redtail CRM activities are added