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
Why Zapier?
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It's easy to connect Bookafy + Redtail CRM and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new customer is added.
Creates a new activity.
Triggers when a new appointment is added.
Creates a new contact.
Triggers when a new activity is created.
Creates a new customer.
Triggers when a new contact is created.
Creates a new appointment.
Triggers when a new appointment type is added.
Creates a new opportunity.
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