Redtail CRM Integrations

Name: Zapier
Availability: InStock

Do more with Redtail CRM integrations

Zapier lets you connect Redtail CRM with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

Start free with Google

No credit card required
Free forever for core features
14-day trial for premium features and apps

Or pick an app to pair with

OnceHub

Scheduling & Booking

Calendly

Scheduling & Booking

Acuity Scheduling

Scheduling & Booking

Mailchimp

Email Newsletters

Microsoft Outlook

Calendar, Email, Microsoft

Constant Contact

Email Newsletters

ActiveCampaign

Marketing Automation

Google Sheets

Google, Spreadsheets

HubSpot

Marketing Automation

OnceHub

Scheduling & Booking

Calendly

Scheduling & Booking

Acuity Scheduling

Scheduling & Booking

Mailchimp

Email Newsletters

Microsoft Outlook

Calendar, Email, Microsoft

Constant Contact

Email Newsletters

OnceHub

Scheduling & Booking

Calendly

Scheduling & Booking

Acuity Scheduling

Scheduling & Booking

Mailchimp

Email Newsletters

Microsoft Outlook

Calendar, Email, Microsoft

Constant Contact

Email Newsletters

ActiveCampaign

Marketing Automation

Google Sheets

Google, Spreadsheets

HubSpot

Marketing Automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate Redtail CRM integrations with Zapier's templates

Create activities in Redtail CRM for new OnceHub bookings
Details
Try it
OnceHub + Redtail CRM
Create Redtail CRM activities from new Calendly invitees
Details
Try it
Calendly + Redtail CRM
Create Redtail CRM contacts from new bookings in OnceHub
Details
Try it
OnceHub + Redtail CRM
Create new Google Calendar events from Redtail CRM activities
Details
Try it
Redtail CRM + Google Calendar
Create contacts in Redtail for new Calendly invitees
Details
Try it
Calendly + Redtail CRM
Create Redtail CRM contacts from new Jotform submissions
Details
Try it
Jotform + Redtail CRM

Create activities in Redtail CRM for new OnceHub bookings

Details

Try it

OnceHub + Redtail CRM

Create Redtail CRM activities from new Calendly invitees

Details

Try it

Calendly + Redtail CRM

Create Redtail CRM contacts from new bookings in OnceHub

Details

Try it

OnceHub + Redtail CRM

Create new Google Calendar events from Redtail CRM activities

Details

Try it

Redtail CRM + Google Calendar

Create contacts in Redtail for new Calendly invitees

Details

Try it

Calendly + Redtail CRM

Create Redtail CRM contacts from new Jotform submissions

Details

Try it

Jotform + Redtail CRM

Create activities in Redtail from new calendar events in Microsoft Outlook

Details

Try it

Microsoft Outlook + Redtail CRM

Create new Redtail CRM activities from new Jotform submissions

Details

Try it

Jotform + Redtail CRM

Create pages in Notion for new activities in Redtail CRM

Details

Try it

Redtail CRM + Notion

Create Redtail CRM activities for new invitee canceled events in Calendly

Details

Try it

Calendly + Redtail CRM

Update Mailchimp subscribers when Redtail CRM contacts are updated

Details

Try it

Redtail CRM + Mailchimp

Log ended RingCentral calls as new activities in Redtail CRM

Details

Try it

RingCentral + Redtail CRM

Create activities in Redtail from new calendar events in Microsoft Outlook
Details
Try it
Microsoft Outlook + Redtail CRM
Create new Redtail CRM activities from new Jotform submissions
Details
Try it
Jotform + Redtail CRM
Create pages in Notion for new activities in Redtail CRM
Details
Try it
Redtail CRM + Notion
Create Redtail CRM activities for new invitee canceled events in Calendly
Details
Try it
Calendly + Redtail CRM
Update Mailchimp subscribers when Redtail CRM contacts are updated
Details
Try it
Redtail CRM + Mailchimp
Log ended RingCentral calls as new activities in Redtail CRM
Details
Try it
RingCentral + Redtail CRM

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions

Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
Try It
Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
Try It
Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
Try It
Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
Try It
Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
Try It
Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Contact Status
- Activity Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write
- ID
  Required
- Subject
  Required
- Description
- Activity Type
- Activity Category
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Location
- Priority
- Importance
Action
Write
- ID
  Required
- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
Try It
Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
Try It
Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
Try It
Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
Try It
Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
Try It
- Subject
  Required
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- ID
  Required
- First Name
  Required
- Last Name
  Required
- Contact Status
- Activity Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
Action
Write

Redtail CRM Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Redtail CRM Integrations

Do more with Redtail CRM integrations

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate Redtail CRM integrations with Zapier's templates

Create activities in Redtail CRM for new OnceHub bookings

Create Redtail CRM activities from new Calendly invitees

Create Redtail CRM contacts from new bookings in OnceHub

Create new Google Calendar events from Redtail CRM activities

Create contacts in Redtail for new Calendly invitees

Create Redtail CRM contacts from new Jotform submissions

Create activities in Redtail CRM for new OnceHub bookings

Create Redtail CRM activities from new Calendly invitees

Create Redtail CRM contacts from new bookings in OnceHub

Create new Google Calendar events from Redtail CRM activities

Create contacts in Redtail for new Calendly invitees

Create Redtail CRM contacts from new Jotform submissions

Create activities in Redtail from new calendar events in Microsoft Outlook

Create new Redtail CRM activities from new Jotform submissions

Create pages in Notion for new activities in Redtail CRM

Create Redtail CRM activities for new invitee canceled events in Calendly

Update Mailchimp subscribers when Redtail CRM contacts are updated

Log ended RingCentral calls as new activities in Redtail CRM

Create activities in Redtail from new calendar events in Microsoft Outlook

Create new Redtail CRM activities from new Jotform submissions

Create pages in Notion for new activities in Redtail CRM

Create Redtail CRM activities for new invitee canceled events in Calendly

Update Mailchimp subscribers when Redtail CRM contacts are updated

Log ended RingCentral calls as new activities in Redtail CRM

Supported triggers and actions

Redtail CRM Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Redtail CRM Integrations

Popular Redtail CRM Integrations