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Email by Zapier + Redtail CRM

Create Redtail CRM activities from new inbound emails in Email by Zapier

Stay organized and never miss important information from your contacts with this seamless workflow. When you receive a new inbound email in the Email by Zapier app, it will create an activity in Redtail CRM, ensuring that all relevant communication is documented and easily accessible. Stay on top of your tasks and keep your CRM up-to-date without any manual effort.

Stay organized and never miss important information from your contacts with this seamless workflow. When you receive a new inbound email in the Email by Zapier app, it will create an activity in Redtail CRM, ensuring that all relevant communication is documented and easily accessible. Stay on top of your tasks and keep your CRM up-to-date without any manual effort.

  1. When this happens...
    Email by ZapierEmail by Zapier
    New Inbound Email

    Triggers when an email is forwarded to your own custom zapiermail.com address.

    TriggerInstant
  2. automatically do this!
    Redtail CRMRedtail CRM
    Create Activity

    Creates a new activity in your database.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Email AddressRequired

    Trigger
    Instant
    Try It
    • ToRequired

    • SubjectRequired

    • Body (HTML or Plain)Required

    • Attachment

    • From Name

    • Reply To

    • Cc

    • Bcc

    • Force Linebreaks?

    • Enable read receipts?

    Action
    Write
  • Redtail CRM triggers, actions, and search

    Activity Deleted

    Triggers when an activity is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Created

    Triggers when a new contact is created in your database.

    Trigger
    Instant
    Try It
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About Email by Zapier

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!
Help

Related categories

  • Email
  • Zapier
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Zapier Interfaces

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