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Google Contacts + Redtail CRM

Create new Google Contacts when Redtail CRM contacts are added

Easily keep your customer contacts organized between Redtail CRM and Google Contacts with this seamless workflow. When a new contact is created in Redtail CRM, their information will be instantly added to Google Contacts, ensuring you have up-to-date and centralized information across both platforms. This automation helps you save time and avoid manual data entry, allowing you to focus on building stronger relationships with your clients.

Easily keep your customer contacts organized between Redtail CRM and Google Contacts with this seamless workflow. When a new contact is created in Redtail CRM, their information will be instantly added to Google Contacts, ensuring you have up-to-date and centralized information across both platforms. This automation helps you save time and avoid manual data entry, allowing you to focus on building stronger relationships with your clients.

  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 ContactsGoogle Contacts
    Create Contact

    Triggers when a contact is created or updated.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Redtail CRM triggers, actions, and search

    Activity Created

    Triggers when a new activity is created in your database.

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

    Activity Updated

    Triggers when an activity is updated in your database.

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

    Contact Deleted

    Triggers when a new contact is deleted in your database.

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

    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
    Try It
  • 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-contacts logo
google-contacts logo

About Google Contacts

Google Contacts, the address book built into Gmail, lets you keep track of all your contacts, see when you last interacted with them, and more.
Learn moreHelp

Related categories

  • Contact Management
  • Google

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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.

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