LearnUpon + Redtail CRM
Create LearnUpon users from new Redtail CRM activities
Effortlessly streamline your onboarding process by connecting Redtail CRM and LearnUpon. With this workflow, every time a new activity is created in Redtail CRM, a user will be created on LearnUpon, saving you time and ensuring new team members have access to necessary learning materials right away. Focus on what matters most by automating this administrative task.
Effortlessly streamline your onboarding process by connecting Redtail CRM and LearnUpon. With this workflow, every time a new activity is created in Redtail CRM, a user will be created on LearnUpon, saving you time and ensuring new team members have access to necessary learning materials right away. Focus on what matters most by automating this administrative task.
- When this happens...Activity Created
Triggers when a new activity 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
