Redtail CRM Integrations

CRM (Customer Relationship Management)

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 email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Or pick an app to pair with arrow pointing down

OnceHub

Scheduling & Booking

Microsoft Outlook

Calendar, Email, Microsoft

Acuity Scheduling

Scheduling & Booking

Filter by Zapier

Developer Tools, Zapier

Webhooks by Zapier

Developer Tools, Zapier

Paths by Zapier

Developer Tools, Zapier

Mailchimp

Email Newsletters

Calendly

Scheduling & Booking

Google Calendar

Calendar, Google

OnceHub

Scheduling & Booking

Microsoft Outlook

Calendar, Email, Microsoft

Acuity Scheduling

Scheduling & Booking

Filter by Zapier

Developer Tools, Zapier

Webhooks by Zapier

Developer Tools, Zapier

Paths by Zapier

Developer Tools, Zapier

OnceHub

Scheduling & Booking

Microsoft Outlook

Calendar, Email, Microsoft

Acuity Scheduling

Scheduling & Booking

Filter by Zapier

Developer Tools, Zapier

Webhooks by Zapier

Developer Tools, Zapier

Paths by Zapier

Developer Tools, Zapier

Mailchimp

Email Newsletters

Calendly

Scheduling & Booking

Google Calendar

Calendar, Google

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Sign up with Google

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

Create activities in Redtail CRM for new OnceHub bookings

OnceHub + Redtail CRM

Create Redtail CRM contacts from new bookings in OnceHub

OnceHub + Redtail CRM

Create Redtail CRM activities from new Calendly invitees

Calendly + Redtail CRM

Create contacts in Redtail for new Calendly invitees

Calendly + Redtail CRM

Create new Google Calendar events from Redtail CRM activities

Redtail CRM + Google Calendar

Create activities in Redtail from new calendar events in Microsoft Outlook

Microsoft Outlook + Redtail CRM

Supported triggers and actions

What does this mean?

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 NameRequired
- Last NameRequired
- Contact Status
- Contact 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

- IDRequired
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- IDRequired
- Name
- 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
- SubjectRequired
- Start DateRequired
- End DateRequired
- All DayRequired
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- NameRequired
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- IDRequired
- First Name
- Last Name
- Contact Status
- Contact 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

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 Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Popular Redtail CRM Integrations