LearningSuite + Redtail CRM

Update courses in LearningSuite when contacts are modified in Redtail CRM

Maintain consistency between your Redtail CRM contacts and LearningSuite members with this efficient workflow. When a contact is updated in Redtail CRM, this automation promptly updates the corresponding member within LearningSuite, ensuring their information stays current and well-organized. Streamline your CRM and learning management processes to save time and keep accurate records.

Maintain consistency between your Redtail CRM contacts and LearningSuite members with this efficient workflow. When a contact is updated in Redtail CRM, this automation promptly updates the corresponding member within LearningSuite, ensuring their information stays current and well-organized. Streamline your CRM and learning management processes to save time and keep accurate records.

  1. When this happens...
    Redtail CRMRedtail CRM
    Contact Updated

    Triggers when an existing contact is updated in your database.

    TriggerInstant
  2. automatically do this!
    LearningSuiteLearningSuite
    Add Courses to Member

    Adds Courses to a Member

    ActionWrite
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Supported triggers and actions

  • Redtail CRM triggers, actions, and search

    Activity Deleted

    Triggers when an activity is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Created

    Triggers when a new contact is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Updated

    Triggers when an existing contact is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Deleted

    Triggers when an opportunity is deleted in your database.

    Trigger
    Instant
    Try It
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learningsuite logo

About LearningSuite

Learningsuite is an E-Learning Plattform

Related categories

  • Education
redtailcrm logo
redtailcrm logo

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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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