Google Calendar + Redtail CRM

Create detailed events in Google Calendar for new contacts in Redtail CRM

This workflow starts when a new contact is added in Redtail CRM. It then schedules a detailed event in Google Calendar, ensuring crucial information is recorded and easy to access. This seamless workflow reduces manual data entry and keeps your calendar updated with important engagements related to your new contacts.

This workflow starts when a new contact is added in Redtail CRM. It then schedules a detailed event in Google Calendar, ensuring crucial information is recorded and easy to access. This seamless workflow reduces manual data entry and keeps your calendar updated with important engagements related to your new contacts.

  1. When this happens...
    Redtail CRMRedtail CRM
    Contact Created

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    Google CalendarGoogle Calendar
    Create Detailed Event

    Create an event by defining each field.

    ActionWrite
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Supported triggers and actions

  • 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
  • Redtail CRM triggers, actions, and search

    Contact Updated

    Triggers when an existing contact is updated in your database.

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

    Opportunity Deleted

    Triggers when an opportunity is deleted in your database.

    Trigger
    Instant
    Try It
google-calendar logo
google-calendar logo

About Google Calendar

Google Calendar lets you organize your schedule and share events with co-workers and friends. With Google's free online calendar, it's easy to keep track of your daily schedule.
Learn more

Related categories

  • Calendar
  • Google

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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

Related categories

  • CRM (Customer Relationship Management)

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