Redtail CRM + Xperiencify

Redtail CRM + Xperiencify integrations

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.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Add Tag to StudentAdd tag to student
ActionWrite

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More things you can do with Redtail CRM and Xperiencify

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

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
- Course
  Required
Trigger
Polling
Try It
- Tag
  Required
Trigger
Polling
Try It
- Student E-mail
  Required
- Student First Name
- Student Last Name
- Student Phone
- Student Password
- Course
  Required
- Send Welcome Email
  Required
Action
Write
- Student Email
  Required
Action
Write
- Student E-mail
  Required
- Course ID
  Required
- Suspension Message
Action
Write
- Student E-mail
  Required
Action
Write

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
Try It
Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
Try It
- 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
- Course
Trigger
Polling
Try It
- Course
  Required
Trigger
Polling
Try It
- Student
  Required
- Tag
  Required
Action
Write
- Student E-mail
  Required
- Course
  Required
Action
Write
- Student
  Required
- Tag
  Required
Action
Write
- Student E-mail
  Required
- Course ID
  Required
Action
Write

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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About Xperiencify

Xperiencify is an online course platform that builds 8 psychological triggers into your course.

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Online Courses

Related Zap Templates

Add new Redtail CRM contacts to Xperiencify courses as students

Update contacts in Redtail CRM and add students to courses in Xperiencify