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Add new Bookafy customers to Redtail CRM as contacts

  1. When this happensStep 1: New Customer

  2. Then do thisStep 2: Create New Contact

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
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Connect Bookafy + Redtail CRM in Minutes

It's easy to connect Bookafy + Redtail CRM and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

New Appointment

Triggers when a new appointment is added.

New Customer

Triggers when a new customer is added.

InstantNew Activity

Triggers when a new activity is created.

New Appointment Type

Triggers when a new appointment type is added.

New User

Triggers when a new user is added.

InstantNew Contact

Triggers when a new contact is created.