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Redtail CRM + TalentLMS

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.

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.

  1. When this happens...
    Redtail CRMRedtail CRM
    Activity Created

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    TalentLMSTalentLMS
    Add User to Course

    Add a TalentLMS user to a TalentLMS course.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Redtail CRM triggers, actions, and search

    Activity Created

    Triggers when a new activity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Updated

    Triggers when an activity is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Deleted

    Triggers when a new contact is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
    Try It
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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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talentlms logo

About TalentLMS

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

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