PassKit Membership + Redtail CRM
Update and enroll Redtail CRM contacts as PassKit Membership members automatically
Easily manage your membership updates with this Redtail CRM to PassKit Membership workflow. When a contact is updated in Redtail CRM, this automation enrols them as a member in the PassKit Membership app, ensuring a seamless onboarding process. Keep your membership records up-to-date without manual effort, and provide an improved experience for your members.
Easily manage your membership updates with this Redtail CRM to PassKit Membership workflow. When a contact is updated in Redtail CRM, this automation enrols them as a member in the PassKit Membership app, ensuring a seamless onboarding process. Keep your membership records up-to-date without manual effort, and provide an improved experience for your members.
- When this happens...Contact Updated
Triggers when an existing contact is updated 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.
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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
