Redtail CRM + Xperiencify
Add tags to students in Xperiencify when new activities are created in Redtail CRM
Effortlessly manage your students in Xperiencify by connecting it with Redtail CRM. With this workflow, every time a new activity is created in Redtail CRM, a tag will be added to the corresponding student in Xperiencify. This seamless connection allows you to stay organized and easily keep track of your students' progress while saving you time on manual updates.
Effortlessly manage your students in Xperiencify by connecting it with Redtail CRM. With this workflow, every time a new activity is created in Redtail CRM, a tag will be added to the corresponding student in Xperiencify. This seamless connection allows you to stay organized and easily keep track of your students' progress while saving you time on manual updates.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Add Tag to Student
Add tag to student
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Activity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try ItContact Deleted
Triggers when a new contact is deleted in your database.
Try ItOpportunity Created
Triggers when a new opportunity is created in your database.
Try It
Activity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try ItContact Updated
Triggers when an existing contact is updated in your database.
Try ItOpportunity Deleted
Triggers when an opportunity is deleted in your database.
Try It
