LearningSuite + Redtail CRM
Create LearningSuite groups from new Redtail CRM contacts
Easily manage and organize your Redtail CRM contacts with this efficient workflow. When a new contact is created in Redtail CRM, they will be automatically added to a group in LearningSuite, ensuring a seamless integration between your CRM and learning management system. This automation simplifies your contact management process while helping you maintain an organized, up-to-date system in both platforms.
Easily manage and organize your Redtail CRM contacts with this efficient workflow. When a new contact is created in Redtail CRM, they will be automatically added to a group in LearningSuite, ensuring a seamless integration between your CRM and learning management system. This automation simplifies your contact management process while helping you maintain an organized, up-to-date system in both platforms.
- When this happens...Contact Created
Triggers when a new contact is created 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
