Mentortools + Redtail CRM
Create courses in Mentortools from newly created activities in Redtail CRM
Effortlessly streamline your client onboarding process with this automation. When a new activity is created in Redtail CRM, this workflow will trigger a course purchase in Mentortools, ensuring your clients receive access to the content they need without any manual intervention. Say goodbye to tedious manual data entry and ensure a seamless experience for your clients.
Effortlessly streamline your client onboarding process with this automation. When a new activity is created in Redtail CRM, this workflow will trigger a course purchase in Mentortools, ensuring your clients receive access to the content they need without any manual intervention. Say goodbye to tedious manual data entry and ensure a seamless experience for your clients.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Course Purchase
Grant course access to a client on Mentortools
- 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
