ABC Trainerize + Redtail CRM
Create and update Trainerize clients when new Redtail CRM activities are added
Effortlessly manage your client information between Redtail CRM and Trainerize with this workflow. Whenever a new activity is created in Redtail CRM, the corresponding client will be created or updated in Trainerize, ensuring your client data stays up-to-date and organized. Spend more time focusing on your clients and let this convenient automation keep your records in sync.
Effortlessly manage your client information between Redtail CRM and Trainerize with this workflow. Whenever a new activity is created in Redtail CRM, the corresponding client will be created or updated in Trainerize, ensuring your client data stays up-to-date and organized. Spend more time focusing on your clients and let this convenient automation keep your records in sync.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create / Update Client V2
Creates a new client or updates an existing one.
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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
