membermate + Redtail CRM
Create new membermate users with optional product access from newly created Redtail CRM activities
Easily streamline your onboarding process with this workflow that creates a new user in MemberMate whenever a new activity is created in Redtail CRM. Save time and stay organized as new users are automatically granted access to products in MemberMate, ensuring a seamless integration between your CRM and membership management activities.
Easily streamline your onboarding process with this workflow that creates a new user in MemberMate whenever a new activity is created in Redtail CRM. Save time and stay organized as new users are automatically granted access to products in MemberMate, ensuring a seamless integration between your CRM and membership management activities.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create New User (And Optionally Grant Access to a Product)
Create a new user / member in your memberarea. Additionally you can grant access to one or many products. If there already is a user with the given email address, no new account will be created, but access to the product(s) will be granted to the existing account.
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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
