Bookafy + Redtail CRM

Add new Bookafy customers to Redtail CRM as contacts

  1. 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

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

Apps involved

  • Bookafy
  • Redtail CRM

Supported triggers and actions

What does this mean?
bookafy logo
bookafy logo
bookafy logo

About Bookafy

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

Related categories

  • Scheduling & Booking
redtailcrm logo
redtailcrm logo
redtailcrm logo

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