Bookafy + Redtail CRM
Add new Bookafy customers to Redtail CRM as contacts
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
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
- When this happens...New Customer
Triggers when a new customer is added.
- automatically do this!Create Contact
Creates a new contact in your database.
- Free forever for core features
- 14 day trial for premium features & apps
Include Blocker Appointments?Required
Staff User
Try ItNew Customer
Triggers when a new customer is added.
Try ItTitleRequired
DescriptionRequired
ServiceRequired
Staff UserRequired
Appointment Start TimeRequired
Appointment End TimeRequired
Is Blocker Appointment?Required
Customer NameRequired
Email
Phone
Address
City
State
Zip Code
Activity Created
Triggers when a new activity is created in your database.
Try It
About Bookafy
Bookafy is an easy tool to share your calendar for booking appointments, demos and group interviews.
Related categories
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.
