Redtail CRM + TalentLMS

Redtail CRM + TalentLMS integrations

Create TalentLMS course users from new Redtail CRM activities

Effortlessly enroll new users in a course when a Redtail CRM activity is created. With this workflow, whenever you add new activities in Redtail CRM, the users associated with those activities will be enrolled in a course of your choice in TalentLMS. Stay organized and streamline your training process without the need for manual intervention.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Add User to CourseAdd a TalentLMS user to a TalentLMS course.
ActionWrite

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More things you can do with Redtail CRM and TalentLMS

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

Activity Created
Triggers when a new activity is created in your database.
Trigger
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.
Trigger
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
Try It
- 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
New Category
Triggers when a new category is created.
Trigger
Polling
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Custom Fields
Triggers when a new custom field is created.
Trigger
Polling
Try It
- Event Type
  Required
Trigger
Polling
Try It
- Creator Id
- Category Id
- Description
- Code
- Price
- Time Limit
- Course Name
  Required
Action
Write
- Group
- Branch
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Login
  Required
- Password
  Required
Action
Write
- Course Name
- Course
- User Email
- Role
- User Id
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Email
  Required
- User ID
- Username
- Group
- Branch
- First Name
  Required
- Last Name
  Required
- Login
  Required
- Password
  Required
Action
Search or write

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
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
Try It
Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
Try It
Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
Try It
- 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
New Branch
Triggers when a new branch is added.
Trigger
Polling
Try It
New Course
Triggers when a new course is added.
Trigger
Polling
Try It
New Group
Triggers when a new group is added.
Trigger
Polling
Try It
New User
Triggers when a new user is added.
Trigger
Polling
Try It
- User Id
  Required
- Group
  Required
Action
Write
- User
  Required
- Branch
  Required
Action
Write
- User Id
  Required
- Group
  Required
Action
Write
- Email Address
- User ID
- Username
Action
Search

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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About TalentLMS

A super-easy, cloud-based learning platform that helps growing organizations build courses to train their people and customers

Learn moreLearn moreHelpHelp

Related categories

Online Courses

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Related Zap Templates

Create TalentLMS users when new Redtail CRM activities are added

Related Zap Templates

Create TalentLMS users when new Redtail CRM activities are added