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Formstack + Redtail CRM Integrations

How to connect Formstack + Redtail CRM

Zapier lets you send info between Formstack and Redtail CRM automatically—no code required.

When this happens...
Redtail CRMRedtail CRM
Activity Created

Triggers when a new activity is created in your database.

automatically do this!
Redtail CRMRedtail CRM
Create Activity

Creates a new activity in your database.

Supported triggers and actions

What does this mean?

How Formstack + Redtail CRM Integrations Work

  1. Step 1: Authenticate Formstack + 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 apps
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formstack logo
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About Formstack

Formstack is one of the easiest ways to build custom forms that let you collect data your way.
Learn More

Related categories

Forms & Surveys

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redtailcrm logo
redtailcrm logo
redtailcrm logo

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 More

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