LearningSuite + Redtail CRM
Create LearningSuite members from new Redtail CRM activities
Effortlessly streamline your Redtail CRM and LearningSuite processes with this seamless workflow. When a new activity is created in Redtail CRM, this automation will simultaneously create a member in the LearningSuite app. Save time and ensure data consistency between the two platforms, allowing you to focus on more important tasks.
Effortlessly streamline your Redtail CRM and LearningSuite processes with this seamless workflow. When a new activity is created in Redtail CRM, this automation will simultaneously create a member in the LearningSuite app. Save time and ensure data consistency between the two platforms, allowing you to focus on more important tasks.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Member
Creates a Member with Email, Firstname and Lastname and sends out the Login information to the Member
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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
