Cognito Forms + Redtail CRM Integrations

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Cognito Forms and Redtail CRM.

Connect Cognito Forms + Redtail CRM in Minutes

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

All Triggers & Actions

InstantNew Entry

Triggers when someone fills out your form.

InstantNew Payment

Triggers when a payment is collected.

InstantUpdate Entry

Triggers when someone updates an entry.

InstantNew Contact

Triggers when a new contact is created.

Create New Contact

Creates a new contact.

InstantNew Order

Triggers when an order is created.

InstantNew Refund

Triggers when a refund is issued.

InstantNew Activity

Triggers when a new activity is created.

Create New Activity

Creates a new activity.

Create New Opportunity

Creates a new opportunity.

How Cognito Forms + Redtail CRM Integrations Work

  1. Step 1: Authenticate Cognito Forms + Redtail CRM.
    (30 seconds)

  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    (15 seconds)

  3. Step 3: Choose a resulting action from the other app.
    (15 seconds)

  4. Step 4: Select the data you want to send from one app to the other.
    (2 minutes)

  5. That’s it! More time to work on other things.

Connect Cognito Forms + Redtail CRM