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Redtail CRM + WebinarGeek

Create WebinarGeek subscriptions for new Redtail CRM activities

Effortlessly keep your Redtail CRM contacts informed by automatically enrolling them in WebinarGeek webinars when a new activity is created. This workflow enables seamless communication as it ensures contacts stay up-to-date with important webinars without any manual intervention. Save valuable time and improve engagement with this efficient automation.

Effortlessly keep your Redtail CRM contacts informed by automatically enrolling them in WebinarGeek webinars when a new activity is created. This workflow enables seamless communication as it ensures contacts stay up-to-date with important webinars without any manual intervention. Save valuable time and improve engagement with this efficient automation.

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

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    WebinarGeekWebinarGeek
    Subscribe to a Single Webinar

    Registers someone for your webinar.

    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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About WebinarGeek

WebinarGeek is easy-to-use webinar software with marketing tools and analytics.

Related categories