Redtail CRM Integrations

Name: Zapier
Availability: InStock

Put Redtail CRM to work with AI and enterprise-grade automation

Automate smarter with Redtail CRM and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

OnceHub

Scheduling & Booking

Microsoft Outlook

Calendar, Email, Microsoft

Acuity Scheduling

Scheduling & Booking

Mailchimp

Marketing Automation

Constant Contact

Email Newsletters

HubSpot

Marketing Automation

ActiveCampaign

Marketing Automation

Google Calendar

Calendar, Google

Zoom

Video Conferencing

OnceHub

Scheduling & Booking

Microsoft Outlook

Calendar, Email, Microsoft

Acuity Scheduling

Scheduling & Booking

Mailchimp

Marketing Automation

Constant Contact

Email Newsletters

HubSpot

Marketing Automation

OnceHub

Scheduling & Booking

Microsoft Outlook

Calendar, Email, Microsoft

Acuity Scheduling

Scheduling & Booking

Mailchimp

Marketing Automation

Constant Contact

Email Newsletters

HubSpot

Marketing Automation

ActiveCampaign

Marketing Automation

Google Calendar

Calendar, Google

Zoom

Video Conferencing

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

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

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

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OnceHub + Redtail CRM

Create new Google Calendar events from Redtail CRM activities

Details

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Redtail CRM + Google Calendar

Create Redtail CRM contacts from new Jotform submissions

Details

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Jotform + Redtail CRM

Create emails in Microsoft Outlook for new activities in Redtail CRM

Details

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Redtail CRM + Microsoft Outlook

Update Mailchimp subscribers when Redtail CRM contacts are updated

Details

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Redtail CRM + Mailchimp

Add new Redtail CRM contacts as Mailchimp subscribers

Details

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Redtail CRM + Mailchimp

Add new Facebook Lead Ad leads to Redtail CRM

Details

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Facebook Lead Ads + Redtail CRM

Log ended RingCentral calls as new activities in Redtail CRM

Details

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RingCentral + Redtail CRM

Create activities in Redtail from new calendar events in Microsoft Outlook

Details

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Microsoft Outlook + Redtail CRM

Create contacts in Constant Contact for new contacts created in Redtail CRM

Details

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Redtail CRM + Constant Contact

Update Mailchimp subscribers when Redtail CRM contacts are updated
Details
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Redtail CRM + Mailchimp
Add new Redtail CRM contacts as Mailchimp subscribers
Details
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Redtail CRM + Mailchimp
Add new Facebook Lead Ad leads to Redtail CRM
Premium
Details
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Facebook Lead Ads + Redtail CRM
Log ended RingCentral calls as new activities in Redtail CRM
Details
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RingCentral + Redtail CRM
Create activities in Redtail from new calendar events in Microsoft Outlook
Details
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Microsoft Outlook + Redtail CRM
Create contacts in Constant Contact for new contacts created in Redtail CRM
Details
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Redtail CRM + Constant Contact

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.

Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
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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
- Linked To
Trigger
Polling
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
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- 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
- Last Name
- Contact Status
- Contact Category
- Contact Source
- Keywords
- 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
- Search Instructions
- Search Start Date
  Required
- Search End Date
  Required
- Subject
- Contact ID
- Users
Action
Search
- Search Instructions
- Search Start Date
  Required
- Search End Date
  Required
- Subject
  Required
- Contact ID
- Users
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Search or 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 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
- Contact Category
- Contact Source
- Keywords
- 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
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- ID
  Required
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- Search Instructions
- Name
- Email
- Phone Number
Action
Search
- Search Instructions
- Name
- Email
- Phone Number
- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Keywords
- 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
Search or write

For builders

Let your AI safely access Redtail CRM

Go beyond Zap workflows. Install Zapier in your AI to call Redtail CRM actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in Redtail CRM from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

Example actions on this page

Create Activity
Create Contact

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work in code with the Zapier SDK

Expose Redtail CRM actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

Install

npm install @zapier/zapier-sdk
npm install -D @zapier/zapier-sdk-cli
zapier-sdk login
# create a Redtail CRM connection @ https://zapier.com/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "redtailcrm", owner: "me" });

await zapier.runAction({
  app: 'redtailcrm',
  action: 'create_activity',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});

Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

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 Forms

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

Redtail CRM Integrations

Put Redtail CRM to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

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 Redtail CRM contacts from new Jotform submissions

Create emails in Microsoft Outlook for new activities in Redtail CRM

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 Redtail CRM contacts from new Jotform submissions

Create emails in Microsoft Outlook for new activities in Redtail CRM

Update Mailchimp subscribers when Redtail CRM contacts are updated

Add new Redtail CRM contacts as Mailchimp subscribers

Add new Facebook Lead Ad leads to Redtail CRM

Log ended RingCentral calls as new activities in Redtail CRM

Create activities in Redtail from new calendar events in Microsoft Outlook

Create contacts in Constant Contact for new contacts created in Redtail CRM

Update Mailchimp subscribers when Redtail CRM contacts are updated

Add new Redtail CRM contacts as Mailchimp subscribers

Add new Facebook Lead Ad leads to Redtail CRM

Log ended RingCentral calls as new activities in Redtail CRM

Create activities in Redtail from new calendar events in Microsoft Outlook

Create contacts in Constant Contact for new contacts created in Redtail CRM

Let your AI safely access Redtail CRM

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

Redtail CRM Help & Support

Common questions

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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

Connect Your App Accounts to Zapier