Redtail CRM + Uteach
Create new Uteach students when Redtail CRM contacts are created
Streamline your client onboarding process by effortlessly connecting Redtail CRM and Uteach. With this workflow, when a new contact is created in Redtail CRM, a student profile is generated in Uteach at the same time. This seamless integration between your CRM and education platform saves time and ensures up-to-date client records.
Streamline your client onboarding process by effortlessly connecting Redtail CRM and Uteach. With this workflow, when a new contact is created in Redtail CRM, a student profile is generated in Uteach at the same time. This seamless integration between your CRM and education platform saves time and ensures up-to-date client records.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Student
Creates a Student
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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
