Redtail CRM + Pluvo

Pluvo + Redtail CRM integrations

Create Pluvo e-learning users from new Redtail CRM contacts

Effortlessly streamline your client onboarding process with this Redtail CRM and Pluvo automation. Whenever a new contact is added in Redtail CRM, they will be enrolled in an e-learning course in Pluvo, saving you time and ensuring a smooth introduction to your services. Enhance your customer experience and simplify your workflow with this powerful combination.

When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Add User to E-LearningAdd user to e-learning.
ActionWrite

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More things you can do with Redtail CRM and Pluvo

Discover other triggers and actions you can use with Redtail CRM and Pluvo

Activity Created
Triggers when a new activity is created in your database.
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Instant
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Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
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Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
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Opportunity Created
Triggers when a new opportunity is created in your database.
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Instant
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Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
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Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write

- ID
  Required
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- ID
  Required
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
Module Group File Uploaded
Triggers when a file is uploaded in a learning journey
Trigger
Instant
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Delete Group
Triggers when a group is deleted.
Trigger
Instant
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Create E-Learning
Triggers when e-learning is created.
Trigger
Instant
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Update E-Learning
Triggers when e-learning is updated.
Trigger
Instant
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Delete User
Triggers when a user is deleted.
Trigger
Instant
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- User Reference
  Required
- Group reference
  Required
Action
Write
- Group update
- Group reference
  Required
- Name
- Enable Chat
Action
Write
- User reference
  Required
- E-Learning reference
  Required
Action
Write
- User update
- User reference
  Required
- Name
- Email
- Active
Action
Write
- Progress search
- Since
- User reference
Action
Search
- User reference
  Required
Action
Search
- E-Learning reference
  Required
- Title
  Required
- Subtitle
- Introduction
- Start Date
- End Date
- Active
- Show Participants
- Show Shared Files
- Enable Chat
Action
Search or write

Activity Deleted
Triggers when an activity is deleted in your database.
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Instant
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Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
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Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
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Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
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Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
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- Subject
  Required
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- ID
  Required
- First Name
- Last Name
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
Action
Write
Module Group Unlocked
Triggers when a module group in a learning journey is unlocked
Trigger
Instant
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Create Group
Triggers when a group is created.
Trigger
Instant
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Update Group
Triggers when a group is updated.
Trigger
Instant
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Delete E-Learning
Triggers when e-learning is deleted.
Trigger
Instant
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Create User
Triggers when a user is created.
Trigger
Instant
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Update User
Triggers when a user is updated.
Trigger
Instant
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- User Reference
  Required
- Group reference
  Required
Action
Write
- User reference
  Required
- E-Learning reference
  Required
- Send invite
Action
Write
- E-Learning update
- E-Learning reference
  Required
- Title
- Subtitle
- Introduction
- Start Date
- End Date
- Active
- Show Participants
- Show Shared Files
- Enable Chat
Action
Write
- Group reference
  Required
Action
Search
- E-Learning reference
  Required
Action
Search
- Group reference
  Required
- Name
  Required
- Enable Chat
Action
Search or write
- User reference
  Required
- Name
  Required
- Email
  Required
- Active
- Send invite
Action
Search or write

About Pluvo

Pluvo is an all-in-one learning platform that lets you create beautiful online courses that leave an unforgettable impression. For every budget and every learning challenge.

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Related categories

Online Courses

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.

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Related categories

CRM (Customer Relationship Management)

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Related Zap Templates

Create e-learning users in Pluvo when new activities are added in Redtail CRM

Update Pluvo users when Redtail CRM contacts are updated