LearnUpon + Redtail CRM
Create LearnUpon portal invites for new Redtail CRM contacts
Effortlessly streamline your onboarding process with this powerful workflow. When a new contact is added to your Redtail CRM, a portal invite is instantly created in LearnUpon, saving you precious time while ensuring your new contacts can access training content at their earliest convenience. This seamless integration ensures great user experiences while keeping your systems updated and organized.
Effortlessly streamline your onboarding process with this powerful workflow. When a new contact is added to your Redtail CRM, a portal invite is instantly created in LearnUpon, saving you precious time while ensuring your new contacts can access training content at their earliest convenience. This seamless integration ensures great user experiences while keeping your systems updated and organized.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create a New Portal Invite
You can use this action to invite users to your portal.
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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
