Add new Redtail CRM contacts as LearningSuite members
Easily streamline your contact management and educational content access with this efficient workflow. When a new contact is created in Redtail CRM, this automation will also create a member in LearningSuite, ensuring a smooth onboarding process for your customers or students. Save time and stay organized by keeping your CRM and learning platform in sync.
Easily streamline your contact management and educational content access with this efficient workflow. When a new contact is created in Redtail CRM, this automation will also create a member in LearningSuite, ensuring a smooth onboarding process for your customers or students. Save time and stay organized by keeping your CRM and learning platform in sync.
- When this happens...Contact Created
Triggers when a new contact 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
- Free forever for core features
- 14 day trial for premium features & apps
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