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Redtail CRM + Thinkific

Unenroll users in Thinkific when new contacts are created in Redtail CRM

Effortlessly manage your contacts and their course enrollments with this Redtail CRM and Thinkific integration. When a new contact is created in Redtail CRM, this workflow will enroll the user in a specified course in Thinkific, streamlining the onboarding process. Maintain organized and efficient contact information and course enrollments without manual intervention.

Effortlessly manage your contacts and their course enrollments with this Redtail CRM and Thinkific integration. When a new contact is created in Redtail CRM, this workflow will enroll the user in a specified course in Thinkific, streamlining the onboarding process. Maintain organized and efficient contact information and course enrollments without manual intervention.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    ThinkificThinkific
    Unenroll User

    End a student's enrollment in a course or bundle either immediately or at a specified date. Available on our Grow plan and above.

    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)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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thinkific logo

About Thinkific

The all-in-one platform to create, market & sell your online courses. Deliver beautiful courses on your own site, with no technical or design experience required!

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