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LearningSuite + Redtail CRM

Add new courses to LearningSuite members when Redtail CRM activities are created

Boost your team's professional development with this efficient workflow that connects Redtail CRM and LearningSuite. When a new activity is created in Redtail CRM, this automation will instantly enroll the member in designated courses in LearningSuite, ensuring a seamless process for continuous learning and growth. Enhance your team's skills and productivity with this time-saving integration.

Boost your team's professional development with this efficient workflow that connects Redtail CRM and LearningSuite. When a new activity is created in Redtail CRM, this automation will instantly enroll the member in designated courses in LearningSuite, ensuring a seamless process for continuous learning and growth. Enhance your team's skills and productivity with this time-saving integration.

  1. When this happens...
    Redtail CRMRedtail CRM
    Activity Created

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    LearningSuiteLearningSuite
    Add Courses to Member

    Adds Courses to a Member

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Redtail CRM triggers, actions, and search

    Activity Created

    Triggers when a new activity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Updated

    Triggers when an activity is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Deleted

    Triggers when a new contact is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Deleted

    Triggers when an activity is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Created

    Triggers when a new contact is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Updated

    Triggers when an existing contact is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Deleted

    Triggers when an opportunity is deleted in your database.

    Trigger
    Instant
    Try It
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About LearningSuite

Learningsuite is an E-Learning Plattform

Related categories

  • Education
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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.

Related categories

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