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Google Forms + Redtail CRM

Create contacts in Redtail CRM from new or updated Google Forms responses

Make your customer relationship management more efficient with this workflow. When there's a new or updated response in Google Forms, it creates a new contact in Redtail CRM. This not only saves you the trouble of manually entering data, but also ensures your contact lists in Redtail CRM stay up-to-date with the latest information. So, streamline your lead management process, and focus more on building impactful relationships.

Make your customer relationship management more efficient with this workflow. When there's a new or updated response in Google Forms, it creates a new contact in Redtail CRM. This not only saves you the trouble of manually entering data, but also ensures your contact lists in Redtail CRM stay up-to-date with the latest information. So, streamline your lead management process, and focus more on building impactful relationships.

  1. When this happens...
    Google FormsGoogle Forms
    New or Updated Form Response

    Triggers when a form response is added or modified.

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

    Creates a new contact in your database.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    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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google-forms logo

About Google Forms

Google Forms is an easy way to collect data from the web with a simple UI and powerful editor. Works hand-in-hand with Google Sheets!
Learn moreHelp

Related categories

  • Forms & Surveys
  • 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.

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