Connect Business App and Redtail CRM to unlock the power of automation
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Choose a Trigger
Choose an Action
How Zapier works
Zapier makes it easy to integrate Business App with Redtail CRM - no code necessary. See how you can get setup in minutes.
Select a trigger from Business App
A trigger is an event that starts your Zap and runs the workflow. For example, with Business App, a trigger could be "Setup Vendasta as Trigger."
Setup an action from Redtail CRM
An action is what takes place after the automation is triggered. For example, with Redtail CRM, the action could be "Create Activity."
That’s it! You just connected Business App to Redtail CRM
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Connect Business App and Redtail CRM to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Note for Vendasta App as trigger
Try ItTriggerPolling- Automation IDRequired
ActionWrite- Create or update note
- External ID
- Platform account group ID
- Company name
- Street address line 1
- Street address line 2
- City/locality
- State/province/region
- Country
- Zip/postal code
- Additional Fields
- Search note
- Additional Search Fields
- upsert_note
- Overwrite Existing Data
- Associate a Contact
- Company or Contact IDsRequired
- Return note
- Return Fields
ActionWrite- Activity Created
Triggers when a new activity is created in your database.
Try ItTriggerInstant
- Company or Contact IDsRequired
- Choose activity typeRequired
- Check for existing activity based on an external identifier
- Add team members
- Add tags
ActionWrite- Account ID
- Customer Identifier
- Search Existing
- Business Name
- Website
- Categories
- Country/Region
- Address
- State
- City
- Zip
- Latitude
- Longitude
- Business Phone Number
- Business Email
- Toll Free Number
- Short Description
- Long Description
- Facebook URL
- Foursquare URL
- LinkedIn URL
- Twitter URL
- Pinterest URL
- Instagram URL
- YouTube URL
- Custom Fields
- Return note
- Return Fields
ActionWrite- Create or update note
- External ID
- Email
- Phone Number
- First Name
- Last Name
- Job Title
- Additional Fields
- Search note
- Additional Search Fields
- upsert_note
- Overwrite Existing Data
- Associate a Contact
- Company or Contact IDsRequired
- Return note
- Return Fields
ActionWrite- Activity Deleted
Triggers when an activity is deleted in your database.
Try ItTriggerInstant
About Business App
Business App provides a single place for your sales teams to view key information about your customers.
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