ABC Trainerize + Redtail CRM
Create and assign tasks in Trainerize from new activities in Redtail CRM
Streamline your client management process by connecting Redtail CRM to Trainerize. This workflow automatically assigns new activities from Redtail CRM to specific trainers in Trainerize, ensuring that trainers can easily access all the relevant information about their clients. Save time and improve communication between your team members by eliminating manual data entry and keeping everyone in the loop.
Streamline your client management process by connecting Redtail CRM to Trainerize. This workflow automatically assigns new activities from Redtail CRM to specific trainers in Trainerize, ensuring that trainers can easily access all the relevant information about their clients. Save time and improve communication between your team members by eliminating manual data entry and keeping everyone in the loop.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Assign To
Assigns a client to a trainer.
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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
