Cogsworth

Cogsworth + Redtail CRM Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Cogsworth and Redtail CRM, with as many as 9 possible integrations. Are you ready to find your productivity superpowers?

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

When this happens...
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Cancelled Appointment

Triggers when an appointment is cancelled.

Create New Activity

Creates a new activity.

New Appointment

Triggers when a new appointment is booked.

Create New Contact

Creates a new contact.

Appointment Rescheduled

Triggers when an appointment is rescheduled.

Create New Opportunity

Creates a new opportunity.

New Activity

Triggers when a new activity is created.

New Contact

Triggers when a new contact is created.

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Cogsworth is an appointment and meeting scheduling app that allows people to book in time with you and your business when you are available. Cogsworth syncs with your calendar and pulls out your availability and also pushes your bookings back to your calendar.

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.

See Redtail CRM Integrations