LearnUpon + Redtail CRM
Create new LearnUpon users from newly created Redtail CRM contacts
Effortlessly maintain consistency between your Redtail CRM and LearnUpon platforms with this seamless workflow. When a new contact is created in Redtail CRM, a corresponding user will be generated in LearnUpon. Stay organized and ensure your customer data stays up-to-date across both platforms, saving time and reducing manual entry errors.
Effortlessly maintain consistency between your Redtail CRM and LearnUpon platforms with this seamless workflow. When a new contact is created in Redtail CRM, a corresponding user will be generated in LearnUpon. Stay organized and ensure your customer data stays up-to-date across both platforms, saving time and reducing manual entry errors.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create User
Creates a new user.
- Free forever for core features
- 14 day trial for premium features & apps
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
