Bookafy + Redtail CRM

Add new Bookafy customers to Redtail CRM as contacts

When this happens
Step 1: New Customer

Redtail CRM is cost-effective, easy to use, cloud-based solution for today’s financial professional. Use Zapier to connect Redtail CRM with Bookafy and perform an automation that creates new Bookafy customers directly into Redtail CRM as contacts

How this Bookafy-Redtail integration works

A new customer registers on Bookafy
Zapier adds that individual to Redtail CRM as a new contact

Apps involved

Bookafy
Redtail CRM

Try this template

Supported triggers and actions

What does this mean?

New Appointment
Triggers when a new appointment is added.
Trigger
Scheduled
New Appointment Type
Triggers when a new appointment type is added.
Trigger
Scheduled
New Customer
Triggers when a new customer is added.
Trigger
Scheduled
New User
Triggers when a new user is added.
Trigger
Scheduled
Create Appointment
Creates a new appointment.
Action
Write
Create Customer
Creates a new customer.
Action
Write

About Bookafy

Bookafy is an easy tool to share your calendar for booking appointments, demos and group interviews.

Related categories

Scheduling & Booking

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

Related categories

CRM (Customer Relationship Management)

Get started for free

You can't add more hours to the day. Zapier is the next best thing.

By signing up, you agree to Zapier’s
Terms of Service