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Create or update CRM in Cloud leads when new Redtail CRM activities are added
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Redtail CRM + CRM in Cloud

Create or update CRM in Cloud leads when new Redtail CRM activities are added

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Redtail CRM + CRM in Cloud

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1. Choose trigger event

2. Choose action

1. Select the event

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Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New or Updated Activity" from CRM in Cloud.

Add your action

An action happens after the trigger—such as "Create Activity" in Redtail CRM.

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Zapier seamlessly connects CRM in Cloud and Redtail CRM, automating your workflow.

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.

- Action
Trigger
Instant
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- Action
Trigger
Instant
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- Action
Trigger
Instant
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- Action
Trigger
Instant
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- The unique id of the Account
- Subject
- Company
- Contact
- Lead
- Accompanied by
- All day
- Classification
- Close Date
- Commercial agent
- Control Type
- Description
- Document Path
- Done/To do/Cancelled (Enum property)
- Elapsed time
- End date
- External Reference
- Fixed Charge
- Have Cost
- If TRUE adds the current CrossId to a new list on the current campaign
- If TRUE sets the linked opporunity's campaign id to the current campaign id
- Incoming
- Internal note
- Is Auto Change Ticket Status On First Activity
- Job Price
- Km
- Lock slots
- Opportunity
- Order
- Order Date
- Others
- Owner Id
- Owner Id Friendly Name
- Owner Id User Account
- Previous activity
- Price Km
- Priority (Enum property)
- Protocol
- Quote
- Recall End Hour
- Source (Enum property)
- Start date
- State
- Subject code
- tags (CSV list with ";" separator)
- Technical
- To invoice
- Travel Price
- Trip
- Type under activities
- Types (Enum property)
- Update Appointment
- Various Price
- Visible in Portal
- Work
Action
Write

- The unique id of the Account
- Company name
- Natural person
- Surname
- Name
- Address
- Anagraphic Company Type Id
- Anagraphic Company Type Id Description
- Anagraphic Industry Id
- Anagraphic Industry Id Description
- Area
- Area
- Bank
- Carrier
- Categories (CSV list with ";" separator)
- City
- Code
- Code
- Commercial agent (CSV list with ";" separator)
- Description
- State
- Currency
- Discount formula
- Customer from
- Default pricelist
- Default pricelist
- Do not contact
- Email Certified Others
- Email Certified Primary
- Email Group Others
- Email Group Primary
- Email Invoice Others
- Email Invoice Primary
- Email Mailing List Others
- Email Mailing List Primary
- Email Others
- Email Primary
- Email Ticket Others
- Email Ticket Primary
- Employees
- External Reference
- From Lead
- IBAN
- Limbo
- Language
- Last Activity
- Last contact date
- Mailing list consent
- Next contact date
- Owner Id
- Owner Id Friendly Name
- Owner Id User Account
- Payment condition
- Phone Assistant Others
- Phone Assistant Primary
- Phone Fax Others
- Phone Fax Primary
- Phone Mobile Phone 2 Others
- Phone Mobile Phone 2 Primary
- Phone Mobile Phone Others
- Phone Mobile Phone Primary
- Phone Others
- Phone Phone 2 Others
- Phone Phone 2 Primary
- Phone Primary
- Rating
- Region
- Revenue class
- Score
- Skip Create Sub Address
- Source (Enum property)
- Source Description
- State/Province
- Sync Properties
- tags (CSV list with ";" separator)
- Tax code
- the object lock reason
- The paymentCode for the company
- Photo Url
- Transport (Enum property)
- VAT number
- Website
- Withholding tax
- Zip code
Action
Write
- The unique id of the Account
- Enum name
  Required
- Surname
- Company name
- Address
- Anagraphic Industry Id Description
- Area
- Area
- Birthdate
- Birthplace
- Brought to attention by
- Business roles (CSV list with ";" separator)
- Campaign
- Categories (CSV list with ";" separator)
- City
- Closing date
- Code
- Commercial agent (CSV list with ";" separator)
- Conversion Date
- State
- Currency
- Customer from
- Do not contact
- Email Certified Others
- Email Certified Primary
- Email Group Others
- Email Group Primary
- Email Invoice Others
- Email Invoice Primary
- Email Mailing List Others
- Email Mailing List Primary
- Email Others
- Email Primary
- Email Ticket Others
- Email Ticket Primary
- Expected revenue
- External Reference
- Limbo
- Job title
- Language
- Last Activity
- Last contact date
- Mailing list consent
- Next contact date
- Notes
- Owner Id
- Owner Id Friendly Name
- Owner Id User Account
- Phase expiration date
- Phone Assistant Others
- Phone Assistant Primary
- Phone Fax Others
- Phone Fax Primary
- Phone Mobile Phone 2 Others
- Phone Mobile Phone 2 Primary
- Phone Mobile Phone Others
- Phone Mobile Phone Primary
- Phone Others
- Phone Phone 2 Others
- Phone Phone 2 Primary
- Phone Primary
- Priority (Enum property)
- Priority Description
- Product Interest
- Product Interest Description
- Rating
- Rating Description
- Region
- Related company
- Related contact
- Source (Enum property)
- Source Description
- State/Province
- Status
- Status Description
- Sync Mobile
- Sync Properties
- tags (CSV list with ";" separator)
- Tax code
- the object lock reason
- Photo Url
- Title
- VAT number
- Website
- Zip code
Action
Write

- The unique id of the Account
- Subject
- Date
- Order number
- Customer
- Amount (currency)
- Approval User Note
- Manager
- Address
- Brought to attention by
- Carrier
- Collection charges (currency)
- Collection charges (including VAT)
- Commercial agent
- crossName
- The currency name
- Customer Changed
- Customer reference
- Date of last stage change
- Delivery
- Delivery date
- Document Guid
- Transport (Enum property)
- Exchange rate
- Exclude Approval Validation
- Expedition VAT (type)
- External Reference
- Freight
- if include pdf documents in the quote print
- Invoice type (Enum property)
- Is Copy
- Lang
- Description
- Cross Type (Enum property)
- Opportunity
- Our reference
- Owner Id
- Owner Id Friendly Name
- Owner Id User Account
- Package appearance
- Payment
- Payment amount (currency)
- Payment amount (currency)
- Payment method
- List ID
  Required
- Protocol
- Quote status (Enum property)
- Referee person
- Revision by:
- Revision of quote number
- Shipping address
- Shipping charges (currency)
- Shipping charges (including VAT)
- Shipping TAX (value)
- SplitPayment
- Code
- tags (CSV list with ";" separator)
- Taxable amount
- Taxable amount (currency)
- the document name
- The External PDF Document
- the Partner
- the reduction of the quote
- the simble of the currency
- the type of the quote
- the type of the rows (all must be same) (Enum property)
- Total
- Total payment discount
- Total payment discount
- Unconditional discount
- Use Progressive
- Phase expiration date
- VAT amount
- VAT amount (currency)
- Vat Code for Document quotes
- VAT collection costs (type)
- VAT collection expenses (value)
Action
Write
- List ID
  Required
- Anagraphic Type
  Required
- Anagraphic ID
- Email type
  Required
- Email
- Anagraphic name
Action
Search
- Field
  Required
- Operator
  Required
- Filter value
  Required
Action
Search
- Field
  Required
- Operator
  Required
- Filter value
  Required
Action
Search
- Field
  Required
- Operator
  Required
- Filter value
  Required
Action
Search
- Field
  Required
- Operator
  Required
- Filter value
  Required
- The unique id of the Account
- Code
- Product name
- Active (Enum property)
- Availability
- Barcode
- Category
- Cost
- Customs code
- Description
- Editable price quote (Enum property)
- Exclude List
- External Reference
- HTML Description
- Maximum discount
- Owner Id
- Owner Id Friendly Name
- Owner Id User Account
- Print long description in quotes
- Quantity
- Quantity per box
- Source place
- Supplier
- Supplier code
- tags (CSV list with ";" separator)
- Photo Url
- The Volume of the product
- Unit of measure
- Unit price
- Validity date
- VAT
Action
Search or write
- Field
  Required
- Operator
  Required
- Filter value
  Required
- The unique id of the Account
- Enum name
  Required
- Surname
- Address
- Area
- Area
- Assistant
- Assistant phone
- Birthdate
- Birthplace
- Business roles (CSV list with ";" separator)
- Categories (CSV list with ";" separator)
- City
- Code
- Commercial agent (CSV list with ";" separator)
- Company
- Contact Commercial Zone
- State
- Customer from
- Do not contact
- Email Certified Others
- Email Certified Primary
- Email Group Others
- Email Group Primary
- Email Invoice Others
- Email Invoice Primary
- Email Mailing List Others
- Email Mailing List Primary
- Email Others
- Email Primary
- Email Ticket Others
- Email Ticket Primary
- External Reference
- Gender (Enum property)
- Global Or Personal
- Limbo
- Job title
- Language
- Last contact date
- From Lead
- Mailing list consent
- Mobile phone 2
- Next contact date
- Notes
- Owner Id
- Owner Id Friendly Name
- Owner Id User Account
- Phone 2
- Phone Assistant Others
- Phone Assistant Primary
- Phone Fax Others
- Phone Fax Primary
- Phone Mobile Phone 2 Others
- Phone Mobile Phone 2 Primary
- Phone Mobile Phone Others
- Phone Mobile Phone Primary
- Phone Others
- Phone Phone 2 Others
- Phone Phone 2 Primary
- Phone Primary
- Region
- Skype
- Source (Enum property)
- Source Description
- State/Province
- Sync Mobile
- Sync Properties
- tags (CSV list with ";" separator)
- Tax code
- the object lock reason
- Photo Url
- Title
- VAT number
- Website
- Zip code
Action
Search or write
- Field
  Required
- Operator
  Required
- Filter value
  Required
- The unique id of the Account
- Title
- Amount
- Approval User Note
- Category
- Close Date
- Code
- Commercial agent (CSV list with ";" separator)
- crossName
- Customer
- Description
- External Reference
- Goal
- Has Default Data Loaded
- If TRUE sets the linked activities campaign id to the current campaign id
- If TRUE adds the current CrossId to a new list on the current campaign
- Owner Id
- Owner Id Friendly Name
- Owner Id User Account
- Phase
- Phase expiration date
- Probability (%)
- Reason for closure
- Status
- tags (CSV list with ";" separator)
- Cross Type (Enum property)
Action
Search or write
Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
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Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
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Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
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Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
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Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
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Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Contact Status
- Activity Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Address
- Email Type
- Order number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write
- The unique id of the Account
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Address
- Priority (Enum property)
- Importance
Action
Write
- The unique id of the Account
- Enum name
  Required
- Description
- Assigned To
- Quote status (Enum property)
- Email Address
- Projected Revenue
- Actual Revenue
- Probability (%)
- Amount
- Close Date
- Opportunity Type
Action
Write

- List ID
  Required
- Anagraphic Type
  Required
- Email type
  Required
Trigger
Polling
Try It
- Action
Trigger
Instant
Try It
- Action
Trigger
Instant
Try It
- Action
Trigger
Instant
Try It
- The unique id of the Account
- Code
- Product name
- Active (Enum property)
- Availability
- Barcode
- Category
- Cost
- Customs code
- Description
- Editable price quote (Enum property)
- Exclude List
- External Reference
- HTML Description
- Maximum discount
- Owner Id
- Owner Id Friendly Name
- Owner Id User Account
- Print long description in quotes
- Quantity
- Quantity per box
- Source place
- Supplier
- Supplier code
- tags (CSV list with ";" separator)
- Photo Url
- The Volume of the product
- Unit of measure
- Unit price
- Validity date
- VAT
Action
Write
- The unique id of the Account
- Enum name
  Required
- Surname
- Address
- Area
- Area
- Assistant
- Assistant phone
- Birthdate
- Birthplace
- Business roles (CSV list with ";" separator)
- Categories (CSV list with ";" separator)
- City
- Code
- Commercial agent (CSV list with ";" separator)
- Company
- Contact Commercial Zone
- State
- Customer from
- Do not contact
- Email Certified Others
- Email Certified Primary
- Email Group Others
- Email Group Primary
- Email Invoice Others
- Email Invoice Primary
- Email Mailing List Others
- Email Mailing List Primary
- Email Others
- Email Primary
- Email Ticket Others
- Email Ticket Primary
- External Reference
- Gender (Enum property)
- Global Or Personal
- Limbo
- Job title
- Language
- Last contact date
- From Lead
- Mailing list consent
- Mobile phone 2
- Next contact date
- Notes
- Owner Id
- Owner Id Friendly Name
- Owner Id User Account
- Phone 2
- Phone Assistant Others
- Phone Assistant Primary
- Phone Fax Others
- Phone Fax Primary
- Phone Mobile Phone 2 Others
- Phone Mobile Phone 2 Primary
- Phone Mobile Phone Others
- Phone Mobile Phone Primary
- Phone Others
- Phone Phone 2 Others
- Phone Phone 2 Primary
- Phone Primary
- Region
- Skype
- Source (Enum property)
- Source Description
- State/Province
- Sync Mobile
- Sync Properties
- tags (CSV list with ";" separator)
- Tax code
- the object lock reason
- Photo Url
- Title
- VAT number
- Website
- Zip code
Action
Write
- The unique id of the Account
- Title
- Amount
- Approval User Note
- Category
- Close Date
- Code
- Commercial agent (CSV list with ";" separator)
- crossName
- Customer
- Description
- External Reference
- Goal
- Has Default Data Loaded
- If TRUE sets the linked activities campaign id to the current campaign id
- If TRUE adds the current CrossId to a new list on the current campaign
- Owner Id
- Owner Id Friendly Name
- Owner Id User Account
- Phase
- Phase expiration date
- Probability (%)
- Reason for closure
- Status
- tags (CSV list with ";" separator)
- Cross Type (Enum property)
Action
Write
- Field
  Required
- Operator
  Required
- Filter value
  Required
Action
Search
- Field
  Required
- Operator
  Required
- Filter value
  Required
Action
Search
- Field
  Required
- Operator
  Required
- Filter value
  Required
Action
Search
- Field
  Required
- Operator
  Required
- Filter value
  Required
Action
Search
- Field
  Required
- Operator
  Required
- Filter value
  Required
- The unique id of the Account
- Subject
- Company
- Contact
- Lead
- Accompanied by
- All day
- Classification
- Close Date
- Commercial agent
- Control Type
- Description
- Document Path
- Done/To do/Cancelled (Enum property)
- Elapsed time
- End date
- External Reference
- Fixed Charge
- Have Cost
- If TRUE adds the current CrossId to a new list on the current campaign
- If TRUE sets the linked opporunity's campaign id to the current campaign id
- Incoming
- Internal note
- Is Auto Change Ticket Status On First Activity
- Job Price
- Km
- Lock slots
- Opportunity
- Order
- Order Date
- Others
- Owner Id
- Owner Id Friendly Name
- Owner Id User Account
- Previous activity
- Price Km
- Priority (Enum property)
- Protocol
- Quote
- Recall End Hour
- Source (Enum property)
- Start date
- State
- Subject code
- tags (CSV list with ";" separator)
- Technical
- To invoice
- Travel Price
- Trip
- Type under activities
- Types (Enum property)
- Update Appointment
- Various Price
- Visible in Portal
- Work
Action
Search or write
- Field
  Required
- Operator
  Required
- Filter value
  Required
- The unique id of the Account
- Company name
- Natural person
- Surname
- Name
- Address
- Anagraphic Company Type Id
- Anagraphic Company Type Id Description
- Anagraphic Industry Id
- Anagraphic Industry Id Description
- Area
- Area
- Bank
- Carrier
- Categories (CSV list with ";" separator)
- City
- Code
- Code
- Commercial agent (CSV list with ";" separator)
- Description
- State
- Currency
- Discount formula
- Customer from
- Default pricelist
- Default pricelist
- Do not contact
- Email Certified Others
- Email Certified Primary
- Email Group Others
- Email Group Primary
- Email Invoice Others
- Email Invoice Primary
- Email Mailing List Others
- Email Mailing List Primary
- Email Others
- Email Primary
- Email Ticket Others
- Email Ticket Primary
- Employees
- External Reference
- From Lead
- IBAN
- Limbo
- Language
- Last Activity
- Last contact date
- Mailing list consent
- Next contact date
- Owner Id
- Owner Id Friendly Name
- Owner Id User Account
- Payment condition
- Phone Assistant Others
- Phone Assistant Primary
- Phone Fax Others
- Phone Fax Primary
- Phone Mobile Phone 2 Others
- Phone Mobile Phone 2 Primary
- Phone Mobile Phone Others
- Phone Mobile Phone Primary
- Phone Others
- Phone Phone 2 Others
- Phone Phone 2 Primary
- Phone Primary
- Rating
- Region
- Revenue class
- Score
- Skip Create Sub Address
- Source (Enum property)
- Source Description
- State/Province
- Sync Properties
- tags (CSV list with ";" separator)
- Tax code
- the object lock reason
- The paymentCode for the company
- Photo Url
- Transport (Enum property)
- VAT number
- Website
- Withholding tax
- Zip code
Action
Search or write
- Field
  Required
- Operator
  Required
- Filter value
  Required
- The unique id of the Account
- Enum name
  Required
- Surname
- Company name
- Address
- Anagraphic Industry Id Description
- Area
- Area
- Birthdate
- Birthplace
- Brought to attention by
- Business roles (CSV list with ";" separator)
- Campaign
- Categories (CSV list with ";" separator)
- City
- Closing date
- Code
- Commercial agent (CSV list with ";" separator)
- Conversion Date
- State
- Currency
- Customer from
- Do not contact
- Email Certified Others
- Email Certified Primary
- Email Group Others
- Email Group Primary
- Email Invoice Others
- Email Invoice Primary
- Email Mailing List Others
- Email Mailing List Primary
- Email Others
- Email Primary
- Email Ticket Others
- Email Ticket Primary
- Expected revenue
- External Reference
- Limbo
- Job title
- Language
- Last Activity
- Last contact date
- Mailing list consent
- Next contact date
- Notes
- Owner Id
- Owner Id Friendly Name
- Owner Id User Account
- Phase expiration date
- Phone Assistant Others
- Phone Assistant Primary
- Phone Fax Others
- Phone Fax Primary
- Phone Mobile Phone 2 Others
- Phone Mobile Phone 2 Primary
- Phone Mobile Phone Others
- Phone Mobile Phone Primary
- Phone Others
- Phone Phone 2 Others
- Phone Phone 2 Primary
- Phone Primary
- Priority (Enum property)
- Priority Description
- Product Interest
- Product Interest Description
- Rating
- Rating Description
- Region
- Related company
- Related contact
- Source (Enum property)
- Source Description
- State/Province
- Status
- Status Description
- Sync Mobile
- Sync Properties
- tags (CSV list with ";" separator)
- Tax code
- the object lock reason
- Photo Url
- Title
- VAT number
- Website
- Zip code
Action
Search or write
- Field
  Required
- Operator
  Required
- Filter value
  Required
- The unique id of the Account
- Subject
- Date
- Order number
- Customer
- Amount (currency)
- Approval User Note
- Manager
- Address
- Brought to attention by
- Carrier
- Collection charges (currency)
- Collection charges (including VAT)
- Commercial agent
- crossName
- The currency name
- Customer Changed
- Customer reference
- Date of last stage change
- Delivery
- Delivery date
- Document Guid
- Transport (Enum property)
- Exchange rate
- Exclude Approval Validation
- Expedition VAT (type)
- External Reference
- Freight
- if include pdf documents in the quote print
- Invoice type (Enum property)
- Is Copy
- Lang
- Description
- Cross Type (Enum property)
- Opportunity
- Our reference
- Owner Id
- Owner Id Friendly Name
- Owner Id User Account
- Package appearance
- Payment
- Payment amount (currency)
- Payment amount (currency)
- Payment method
- List ID
  Required
- Protocol
- Quote status (Enum property)
- Referee person
- Revision by:
- Revision of quote number
- Shipping address
- Shipping charges (currency)
- Shipping charges (including VAT)
- Shipping TAX (value)
- SplitPayment
- Code
- tags (CSV list with ";" separator)
- Taxable amount
- Taxable amount (currency)
- the document name
- The External PDF Document
- the Partner
- the reduction of the quote
- the simble of the currency
- the type of the quote
- the type of the rows (all must be same) (Enum property)
- Total
- Total payment discount
- Total payment discount
- Unconditional discount
- Use Progressive
- Phase expiration date
- VAT amount
- VAT amount (currency)
- Vat Code for Document quotes
- VAT collection costs (type)
- VAT collection expenses (value)
Action
Search or write
Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
Try It
Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
Try It
Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
Try It
Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
Try It
Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
Try It
- Subject
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Address
- Description
- Email Address
- Priority (Enum property)
- Importance
Action
Write
- Enum name
  Required
- Description
- Assigned To
- Quote status (Enum property)
- Email Address
- Projected Revenue
- Actual Revenue
- Probability (%)
- Amount
- Close Date
- Opportunity Type
Action
Write
- The unique id of the Account
- First Name
  Required
- Last Name
  Required
- Contact Status
- Activity Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
Action
Write

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Connect CRM in Cloud 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.

Make work flow with AI

Level up your CRM in Cloud to Redtail CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About CRM in Cloud

CRM in Cloud offers contact management, marketing automation, quote generation, analytics, telephony integration, sales force management with a modern and easy to use interface.

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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Connect CRM in Cloud and Redtail CRM to unlock the power of automation

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Create or update CRM in Cloud leads when new Redtail CRM activities are added

Create or update CRM in Cloud leads when new Redtail CRM activities are added

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Connect CRM in Cloud and Redtail CRM to integrate crucial parts of your business

Automate your lead management and improve conversions

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