PassKit Membership + Redtail CRM
Create PassKit Membership members from new Redtail CRM activities
Effortlessly maintain your membership records with this Redtail CRM and PassKit Membership automation. When a new activity is created in Redtail CRM, this workflow enrolls a member in PassKit Membership, ensuring seamless communication and engagement with your members. Keep everything organized and enhance your member experience without the need for any manual work.
Effortlessly maintain your membership records with this Redtail CRM and PassKit Membership automation. When a new activity is created in Redtail CRM, this workflow enrolls a member in PassKit Membership, ensuring seamless communication and engagement with your members. Keep everything organized and enhance your member experience without the need for any manual work.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Enrol Member
Triggers when a new member enrols into a membership program.
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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
