Redtail CRM + Xplor Studio

Redtail CRM + Xplor Studio integrations

Create Xplor Studio members when new Redtail CRM activities are created

Effortlessly manage your new client onboarding process with this powerful automation between Redtail CRM and Xplor Studio. Whenever a new activity is created in Redtail CRM, this workflow will automatically add a member in Xplor Studio, streamlining your workflow and ensuring a seamless transition between the two platforms. With this integration, you can swiftly maintain accurate records while staying organized and focused on building strong client relationships.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Create MemberCreates a Member in Xplor Studio
ActionWrite

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More things you can do with Redtail CRM and Xplor Studio

Discover other triggers and actions you can use with Redtail CRM and Xplor Studio

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
Appointment Updated
Triggers when a appointment booking is updated.
Trigger
Instant
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Class Updated
Triggers when a class booking is updated.
Trigger
Instant
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Member Membership Cancelled
Triggers when a member membership is manually cancelled by a user.
Trigger
Instant
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Member Created
Triggers when a new member is created.
Trigger
Instant
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Member Package Assigned
Triggers when a member package is assigned/purchased.
Trigger
Instant
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Member Product Assigned
Triggers when a member product is assigned/purchased.
Trigger
Instant
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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
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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
Appointment Created
Triggers when a appointment booking is created.
Trigger
Instant
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Class Created
Triggers when a class booking is created.
Trigger
Instant
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Member Membership Assigned
Triggers when a member membership is assigned/purchased.
Trigger
Instant
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Member Membership Ended
Triggers when a member membership ends due to the expiration date.
Trigger
Instant
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Member Updated
Triggers when a member is updated.
Trigger
Instant
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Member Package Finished
Triggers when a package finishes due to all the credits being used up.
Trigger
Instant
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- First name
  Required
- Last name
  Required
- Email
- Mobile
- Other number
- Birthday
- Important notes
- Emergency contact
- Business name
- Gender
- Occupation
- Goals
- Injuries
- Medical conditions
- Nutrition
- Plan
- Address
- City
- State/Province
- Zip/Postal code
- Status
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 Xplor Studio

Xplor Studio is a studio management platform with all the tools to make life easier, discover new revenue streams, and build unique fitness experiences from anywhere.

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Scheduling & Booking