LearningSuite + Redtail CRM
Update LearningSuite group members when Redtail CRM contacts are updated
Keep your Redtail CRM contacts and LearningSuite groups up to date with this efficient workflow. Whenever a contact is updated in Redtail CRM, they will be added as a member to the specified group in LearningSuite. This automation ensures that changes in your CRM are consistently reflected in your learning platform without any manual effort.
Keep your Redtail CRM contacts and LearningSuite groups up to date with this efficient workflow. Whenever a contact is updated in Redtail CRM, they will be added as a member to the specified group in LearningSuite. This automation ensures that changes in your CRM are consistently reflected in your learning platform without any manual effort.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Add Members to Groups
Adds Members to Groups
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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
