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Google Contacts + Redtail CRM

Create groups in Google Contacts for new Redtail CRM contacts

Effortlessly keep your contacts organized by creating a seamless workflow between Redtail CRM and Google Contacts. With this automation, whenever a new contact is added in Redtail CRM, a group will be created in Google Contacts, ensuring your contact lists are always up-to-date and easily accessible. This streamlines contact management and saves you valuable time, so you can focus on building relationships with your clients.

Effortlessly keep your contacts organized by creating a seamless workflow between Redtail CRM and Google Contacts. With this automation, whenever a new contact is added in Redtail CRM, a group will be created in Google Contacts, ensuring your contact lists are always up-to-date and easily accessible. This streamlines contact management and saves you valuable time, so you can focus on building 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 Group

    Triggers when a group is created.

    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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