Redtail CRM + Uteach

Redtail CRM + Uteach integrations

Create Uteach students from new Redtail CRM contacts and enroll them in courses

Effortlessly manage your contacts and courses with this Redtail CRM and Uteach integration. When a new contact is created in Redtail CRM, they'll be automatically added as a student to your specified course in Uteach. With this seamless automation, you can save time and ensure that your students are enrolled in the right courses without any manual work.

When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Add Student to CourseAdds a student to the course
ActionWrite

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More things you can do with Redtail CRM and Uteach

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

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
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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
Coach Access Removed
Triggers when access to a coach is removed.
Trigger
Instant
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Course Completed
Triggers when the student completed a course.
Trigger
Instant
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Live Lesson Access Removed
Triggers when access to a live lesson is removed.
Trigger
Instant
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New Bundle Enrollment
Triggers when a new bundle is enrolled.
Trigger
Instant
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New Course Enrollment
Triggers when a new course is enrolled.
Trigger
Instant
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New Membership Enrollment
Triggers when a new membership is enrolled.
Trigger
Instant
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New Student
Triggers when a new student is registered.
Trigger
Instant
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Quiz Submitted
Triggers when a new quiz is submitted.
Trigger
Instant
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- Student Email
  Required
- Coach Slug
  Required
- Type
Action
Write
- Student Email
  Required
- Live Lesson Slug
  Required
Action
Write
- Student Email
  Required
- Product Id
  Required
- Type
Action
Write
- Bundle Id
- Bundle Slug
Action
Search
- Course Id
- Course Slug
Action
Search
- Membership Id
  Required
Action
Search
- User Id
- User Email
Action
Search

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
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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
Bundle Access Removed
Triggers when access to a bundle is removed.
Trigger
Instant
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Course Access Removed
Triggers when access to a course is removed.
Trigger
Instant
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Form Submitted
Triggers when a new form is submitted.
Trigger
Instant
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Membership Access Removed
Triggers when access to a membership is removed.
Trigger
Instant
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New Coach Enrollment
Triggers when a new coach is enrolled.
Trigger
Instant
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New Live Lesson Enrollment
Triggers when a new live lesson is enrolled.
Trigger
Instant
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New Product Enrollment
Triggers when a new product is enrolled.
Trigger
Instant
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Product Access Removed
Triggers when access to a product is removed.
Trigger
Instant
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- Student Email
  Required
- Bundle Slug
  Required
- Type
Action
Write
- Student Email
  Required
- Course Slug
  Required
- Type
Action
Write
- Student Email
  Required
- Membership Id
  Required
- Type
Action
Write
- Student Name
  Required
- Student Email
  Required
Action
Write
- Coach Id
- Coach Slug
Action
Search
- Live Lesson Id
- Live Lesson Slug
Action
Search
- Product Id
  Required
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)

Similar apps

Zapier Forms

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

About Uteach

Uteach is a platform to create professional websites with e-learning automation tools within minutes. Uteach allows users to create a website, sell video courses, webinars, live lessons, organize exams, and give online certificates.

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Related categories

Website & App Building

Related Zap Templates

Create new Uteach students when Redtail CRM contacts are created

Create new Uteach students from Redtail CRM activities