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.

  1. When this happens...
    Redtail CRMRedtail CRM
    Activity Created

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    LearnUponLearnUpon
    Create User

    Creates a new user.

    ActionWrite
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Supported triggers and actions

  • Redtail CRM triggers, actions, and search

    Activity Deleted

    Triggers when an activity is deleted in your database.

    Trigger
    Instant
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  • Redtail CRM triggers, actions, and search

    Contact Created

    Triggers when a new contact is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Updated

    Triggers when an existing contact is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Deleted

    Triggers when an opportunity is deleted in your database.

    Trigger
    Instant
    Try It
learnupon logo
learnupon logo

About LearnUpon

LearnUpon is an enterprise learning management system (LMS) that fuels business’s employee, partner, and customer success through training.
Learn more

Related categories

  • Online Courses
redtailcrm logo
redtailcrm logo

About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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